Columbus Metro, Ohio, USA
3 days ago
Specialist, Regional Internal Consultant Securities Backed Lending
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! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.

Internal Comp Grade is F.SD65

While FINRA licensing is not required for this position, we would prefer someone who currently holds their Series 6 or Series 7.

This is a hybrid position located in Columbus Ohio and you will be required to come into the office three days a week.

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

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Job Description Summary

Do you love connecting and building new business relationships? If you have a natural curiosity, are excited about helping people and want to accelerate both your personal and professional growth, we want to know more about you!

Our Securities-Backed Lending team works with financial professionals to provide liquidity solutions to investors who need and want them. We count on our team members to represent Nationwide well in this important market and have a real desire to connect and help our customers.

As a Specialist, you’ll build, grow and retain strategic relationships with financial professionals, firms, and third-part administrators through advising and consulting, in support of business unit sales goals. You'll have opportunities to partner with multiple contact points across the sales process.

Job Description

Key Responsibilities

Initiates daily contacts to targeted business partners to build relationships, discover appropriate needs where products and services apply and consults and advises based on clients’ needs.

Develops and grows strategic business partnerships and relationships with business partners to meet territory management performance requirements.

Evaluates and determines viability of business partners with respect to customer needs, business needs and products. Acts as a consultant to provide the most appropriate strategies/solutions to meet these needs.

Responds to requests from business partners and external sales within assigned territory, providing support materials such as technology demonstrations, proposals, and sales support. Addresses any questions or concerns the business partner may have regarding support materials.

Acts as a consultant by proactively providing financial expertise, recommendations and practice management advice to business partners within assigned territory.

Executes proactive contacts with business partners to support campaigns highlighting product features and benefits and advises business partners on pertinent sales ideas and solutions.

Partners with external sales force to consult with business partners to grow their business. Advises on product and procedural modifications to meet the needs of the business partner or client.

Engages business partners to retain business. Works to understand reasons for asset flight and advises alternative solutions for retention.

Represents Securities-Backed Lending in meetings and initiatives such as relationship strategy partnerships and other committees.

Consults with functions across Nationwide such as Marketing, Business Performance Excellence and Product Development to build competitive products and services.

Travels and covers open external wholesaler territory, on a temporary basis and for conducting in person meetings and Broker dealer events.

Serves as a role model to and helps train newer regional internal associates. Assists with team meetings.

May perform other responsibilities as assigned.

Reporting Relationships: Reports to AVP, Sales and does not have direct reports.

Typical Skills and Experiences:

Education: Undergraduate degree in human ecology, business, finance, communications, marketing or related field preferred.

License/Certification/Designation: FINRA Series 7 license preferred but not required. 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: Three 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, Abilities and Skills: In-depth knowledge of financial products and the associated consultative sales processes and industry knowledge preferred. Knowledge should be demonstrated and executed at an in-depth level that serves as a role model for lesser experienced regional internal associates.

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. Skills and competencies should be demonstrated and executed at an in-depth level that serves as a role model for lesser experienced Regional Internal associates.

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 Nationwide Values.

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.

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.


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