Regional Vice President - Corporate Retirement Plans at Nationwide

Washington, District of Columbia, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Retirement SolutionsIndustries

Requirements

Undergraduate studies in business, finance, communications or liberal arts preferred
FINRA Series 6 or 7, Series 63, Series 65, State Life/Annuity Insurance Agent licenses required (must acquire required Federal and/or state licenses/registrations within the time period designated by the business unit; additional licenses may be required for new products/services)
CLU, ChFC, FLMI, CFP, ASPPA designations preferred
Minimum five years of experience in 401(k)/retirement plan business with advisor driven market preferred, and/or direct 401(k) sales
Living in the Mid-Atlantic region (DC/MD/VA) territory is a requirement
Maintain required ongoing license and designation education, FINRA requirements, company policies, practices and education

Responsibilities

Identifies and builds relationships with advisors and third party administrators to promote Nationwide products and services
Assists Investment Professionals (IPs) to identify and market to prospects
Educates IPs on all aspects of retirement plan business
Encourages repeat business with IPs and acquires referrals to other IPs
Coordinates with Nationwide's team of specialists regarding cross-selling opportunities, referrals and joint meetings
Coordinates with corporate staff and third-party administrators to prepare proposals, presentations and closing paperwork
Assists IPs at meetings with prospective customers, including fact finding and presentations
Promotes Nationwide products and services when appropriate and focuses on profitable growth in the territory represented
Assists in asset retention and servicing on a case-by-case basis, including field visits with IPs and customers and coordination with corporate office
Participates in and promotes Nationwide at industry-wide conferences and broker/dealer conferences
Coordinates and conducts city-wide group meetings within region
Contributes to Nationwide’s national and divisional meetings and serves on special field committees as assigned
Provides input as requested about products, services, competitors, industry trends, etc
Prepares activity, expense and other reports; participates in company conference calls and virtual meetings
Stays current with industry trends, products, services and competitors
Reviews, advises and participates actively in issues about new financial and administrative system development to develop and share accurate financial data within Nationwide Financial Services
Manages territory to coordinate with other distribution systems
May perform other responsibilities as assigned

Skills

retirement plans

sales

relationship building

financial products

wholesaling

investment products

proposals

presentations

cross-selling

asset retention

territory management

Nationwide

Provides insurance and financial services

About Nationwide

Nationwide provides insurance and financial services to individuals and businesses across the United States. Their product offerings include auto, home, life, and commercial insurance, as well as retirement and investment solutions. The company operates by underwriting insurance policies and managing investment portfolios, earning revenue through premiums, investment income, and fees for financial services. What sets Nationwide apart from its competitors is its focus on leveraging technology to improve claims processing and policy management, along with its commitment to customer service. Additionally, Nationwide partners with organizations to offer financial education resources, particularly for retirees, aiming to ensure financial security and protect the futures of its clients.

Columbus, OhioHeadquarters

1925Year Founded

$769.7MTotal Funding

N/ACompany Stage

Consulting, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Paid Vacation

Paid Holidays

401(k) Retirement Plan

401(k) Company Match

Risks

Competition from insurtech startups like Nexar may challenge Nationwide's market share.

AI-driven platforms like Planck could disrupt traditional insurance models.

Partnerships with AI firms may require significant tech investment and integration efforts.

Differentiation

Nationwide invests in tech-driven platforms like YellowBird and Betterview to enhance services.

Partnership with CLARA Analytics shows Nationwide's focus on AI for operational efficiency.

Collaboration with Funding Circle highlights Nationwide's support for small business growth.

Upsides

Nationwide's $56M loan to Whitestone REIT diversifies its investment portfolio.

Investments in AI and tech platforms could streamline operations and reduce costs.

Supporting small businesses may expand Nationwide's customer base and strengthen relationships.

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