Sr Analyst, Regional Internal Consultant - Annuity

Join Nationwide Financial

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide, "on your side" goes beyond just words. Our customers and partners are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care.

This position requires FINRA SIE and Series 6 license at the time of application and Series 63 within 120 days of start date.

This position will be hired on a hybrid, SuccessFlex basis.

The hired associate must reside within 35 miles of the following location(s):

• Ohio: 1000 Yard St, Grandview Heights, OH, 43212
• Arizona: 18700 N Hayden Rd, Scottsdale, AZ, 85255

Work schedule: 2-3 days in office, 2-3 days remote (depending on location)

It is our intention to fill this role in Columbus, OH or Scottsdale, AZ. However, on occasion, applications who bring critical industry skills and relevant experience may be considered.

This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program.

Job Description

Acquires, grows, and retains strategic relationships with investment professionals (IPs), administrators, and/or plan sponsors and participants (clients) through advising and consulting, in support of business unit sales goals. Works effectively with multiple contact points across the Sales Process (including Investment Professionals, External Wholesalers, Program Directors, Retirement Specialists, Operations, Licensing, Advanced Sales, Circle of Excellence, Strategic Relationships, Marketing, and Product Development).

Core Job Duties & Responsibilities:

• Proactively initiates daily contacts to targeted business partners to build relationships, discover appropriate needs in which products and services apply, and to consult and advise based on their clients needs. Contacts may be with business partners who have previously done business with Nationwide Financial, or with who have been identified as potential business partners. Potential partners are primarily identified by the external sales partner
• Builds and grows strategic business partnerships and relationships with business partners to meet territory(s) management performance requirements.
• Profiles and determines viability of business partners in regards to customer needs, business needs, and products.
• Appropriately responds to requests from business partners and external sales within assigned territory, regarding support materials such as illustrations, proposals, and product/rider information. Discusses any questions or concerns the business partner has regarding support materials.
• Assists with case design, business consultations, product updates, training, product rollouts and point of sale consulting.
• Executes pro-active contacts to business partners in support of campaigns to highlight product features and benefits, and to advise business partners on pertinent sales ideas and solutions (i.e. new/old products, cross-selling opportunities, etc.).
• Partners with external sales force to consult with business partners in order to grow their business, (via conference calls, e-seminars, branch trainings and one-on-one meetings.) Advises on product and procedural modifications to meet the needs of the business partner or client.
• Engages business partners to retain their business with Nationwide. Probes to understand reasons for asset flight and advises alternative solutions for retention.
• Begin to learn the resources necessary for appropriate business partner relationship management, as well as territory management.
• Satisfactorily achieves scorecard requirements (e.g., including contact minimums, call quality requirements, accurate and timely recordkeeping, business planning, sales process execution and territory management), Sales Outcomes, and Living the Nationwide Values.
• Performs other duties as assigned.

Minimum Job Requirements:

• Education: Undergraduate degree in Human Ecology, Business, Finance, Communications, Marketing or related field preferred.
• License/Certification/Designation: FINRA Series 6 required. Series 7 or 62 may be required.Associates must obtain the required Federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails or is unable to obtain required licenses/registrations within the time period designated by the business unit, the associate will be ineligible to continue in the position.
• Experience: Minimum of one to two years of experience in a sales driven position. Experience in a sales or service call center environment preferred, as well as financial services background.
• Knowledge: Fundamental knowledge of insurance and financial products and the associated consultative sales processes and industry knowledge preferred. Demonstrates a fundamental knowledge and execution of the Teach / Tailor / Take Control elements of our consistent consultative sales process.
• Skills/Competencies: Must have a drive for results, demonstrate independent judgment and decision-making, ability for relationship building (both internally and externally), positive outlook, consultative selling/advising skills, ability and willingness to follow processes, good time management/organization skills, be receptive to coaching, have a strong customer focus orientation, ability to balance multiple priorities, and have excellent communication skills including professional presence, listening, rapport building, writing skills, and presentation abilities.
• Values: Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors.

Staffing Exceptions to the above Minimum Job Requirements must be approved by the: hiring manager's leader and HRBP.

JOB CONDITIONS:

• Overtime Eligibility: Not Eligible (Exempt)
• Working Conditions: Normal office environment.

ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.

Job Evaluation Activity: 3/2015 KLG

We currently anticipate accepting applications until 06/07/2026. However, we encourage early submissions, as the posting may close sooner if a strong candidate slate is identified before the deadline.

Benefits

We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here.

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.

This position could be filled within any of the lower 48 U.S. states.Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at View phone number on click.appcast.io.For NY residents please review the following state law information: Notice of Employee Rights, Protections, and Obligations LS740 (ny.gov)

NOTE TO EMPLOYMENT AGENCIES:

We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.

Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the