As member of the Annuity Sales Enablement team, you will identify and develop strategic Fintech distribution opportunities focused on Financial Planning Platforms, build key relationships, and execute impactful programs. The role will have responsibilities to design and deliver innovative training programs for advisors and wholesalers, evaluate performance solutions and collaborate with leaders and partners to close performance gaps – all while driving our annuity distribution to new heights.
Additional details:
Conducts technical, professional and management training and programs including, developmental or interactive skills training to entry through advanced-level associates. Identifies, sources and schedules delivery resources for identified Learning & Performance needs.Evaluates the effectiveness of performance solutions against established metrics and return on investment expectations in meeting organization's plans, goals and strategies. Provides assistance or feedback in the design of evaluation tools.Designs and develops learning solutions to meet identified performance gaps for all levels of associates and management. May identify, source or partner with technical or third party resources to ensure appropriate design and development solution.Partners and consults with business leaders to analyze performance gaps. Performs need analysis to determine performance gap solutions consistent with business needs, learning department goals and corporate strategies.This position will work out of our Columbus, OH location.
***This is an H3 band role but can be hired at the G3 band level based on the skills and experience of the candidate.
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Job Description Summary
Our team works to elevate opportunities to expand the reach of our annuity distribution. We’re as much about creating and designing the strategic path forward, using all of the tools and resources we have, as we are about building and growing profitable, sustainable relationships. If you are creative, accountable and motivated to meet and exceed sales goals, we want to hear from you!As a Senior Consultant, you'll identify potential new firms for Financial Technology (FinTech) distribution and integration opportunities. You'll develop and present business cases for new opportunities and partner with leadership to create a strategic distribution strategy for the FinTech market.
Job Description
Key Responsibilities:
Identifies new distribution and integration opportunities. Maintains relationships with key decision makers at firms. Responsible for all communications, conflict resolution, and compliance with contractual agreements within assigned target market.
Builds relationships with key decision makers at FinTech companies. Works with partner platforms to determine how to optimize solutions. Works with leadership to implement a strategy for wholesalers to use key solutions.
Partners with leadership to build distribution strategic plan for FinTech market. Leads execution of analysis, documentation of all current partners, existing functionalities and crafts plan for improving efforts, partnerships and sales through key partners.
Partners internally to align around partner vision, build opportunities across product lines and/or sales teams, where possible, and to resolve issues that would prevent Nationwide from partnering with key FinTech platforms.
Manges associates, including performance, salary planning and administration, training and development, workflow planning, hiring and placement and disciplinary actions. Provides coaching and feedback. Demonstrates outstanding leadership and manages performance according to Nationwide standards.
Fulfills registered principal duties by supervising registered reps and monitoring their correspondence.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Director, Annuity Distribution.
Typical Skills and Experiences:
Education: Undergraduate degree in business administration or related field preferred.
License/Certification/Designation: FINRA Series 6/7, Series 24/26, Series 63/66, life and health insurance required. Advanced designation (CFP, CLU, ChFC) preferred.
Experience: Sales or business development experience required, preferably in the insurance or financial services industry.
Knowledge, Abilities and Skills: Expert knowledge of sales and business development practices and FinTech platforms. Knowledge of insurance and/or financial services products. Strong ability to communicate. Strong ability to understand and analyze business information needs, analyze data requests, and develop relationships. Expert presentation and leadership skills. Comfort in the presence of executive leadership. Competencies include customer focus, interpersonal savvy, relationship building, drive for results, optimism, dealing with ambiguity, listening, patience, problem solving, directing others and sales.
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.
Job Conditions:
Overtime Eligibility: Exempt (Not 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.
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.