Job title: Territory Management Representative
Company: Nationwide Mutual Insurance Company
Job description: Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you!
Compensation band C3.
Job Description Summary Provide a variety of support services to wholesalers. Establish and maintain relationships with Investment Advisors (IA’s) and contact them on behalf of the (RVP) External Wholesaler to schedule appointments for them to educate them on Nationwide products. Make follow-up calls to confirm appointments and ensure that IA’s have sufficient quantities of sales material, such as product brochures and sales kits.
Job Description
Reporting Relationships: Reports to Manager, Internal Sales & Services
Core Duties and Responsibilities:
- Gather information from Internal Wholesalers (RIC) and External Wholesalers (RVP). Collaborate with Investment Advisor and wholesaler to keep calendar up to date and manage reschedules.
- Pre-call planning/call prep. Review lists, search database for relevant information. Prepare targeted email for mail merge or individual mailings.
- Conducts call-outs and email merge to schedule appointments by call, virtual, group or in person. Manages the replies and sets appointments.
- Prospecting-looks for IA’s that have not done business before or in an extended amount of time and introduces them to the current Nationwide products.
- Performs other duties as assigned.
Education: Undergraduate degree in Human Ecology, Business, Finance Communications, Marketing or other related field preferred.
License/Certification/Designation:
Experience: Typically, 1-2 years experience in Customer Service, Sales or Sales Support role.
Knowledge, Abilities and Skills: Strong interpersonal skills to build long-term relationships with Sales Partners and communicate verbally and in writing with other sales team members and partners across the company. Must be persuasive in their presentations and persistent in pursuing leads. Schedule presentations and prepare materials for presentations.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by the hiring manager’s leader and HR Business Partner.
Values: Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors.
Job Conditions:
Overtime Eligibility: Nonexempt (Eligible)
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.
Evaluation Activity: C.Rubenstein 12/2018
Benefits
We have an array of benefits to fit your needs, including: medical/dental, paid time off plus nine paid holidays, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, .
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.
For NY residents please review the following state law information: Notice of Employee Rights, Protections, and Obligations LS740 (ny.gov) https://dol.ny.gov/system/files/documents/2022/02/ls740_1.pdf
Expected salary:
Location: Ohio
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