Regional Wholesaler (RVP) - Retirement Solutions (Corporate/Private Sector)

Nationwide
California, Nevada
Workplace: RemoteFull timeUSD 100,000 - 100,000 annuallyFunction: Executive & General ManagementExperience: 5+ yearsSkills: ["Interpersonal skills","Written communication","Group presentation","Time management","Organizational skills"]

Sell Nationwide retirement plan investment products through financial intermediaries to retirement plan sponsors across Northern California (including Fresno) and Nevada. Build and maintain relationships with advisors and third-party administrators, educate investment professionals on retirement plan business, and drive profitable growth through referrals and cross-selling. Prepare proposals, presentations, and closing paperwork, support meetings, and handle retention and servicing with coordinated field visits, conferences, and statewide reporting.

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FursaFursa
Nationwide
Nationwide
1 month ago

Regional Wholesaler (RVP) - Retirement Solutions (Corporate/Private Sector)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 21 days agoStatus: Live

Job Summary

Sell Nationwide retirement plan investment products through financial intermediaries to retirement plan sponsors across Northern California (including Fresno) and Nevada. Build and maintain relationships with advisors and third-party administrators, educate investment professionals on retirement plan business, and drive profitable growth through referrals and cross-selling. Prepare proposals, presentations, and closing paperwork, support meetings, and handle retention and servicing with coordinated field visits, conferences, and statewide reporting.
Location: California, Nevada
Workplace: Remote
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Mid level

Key Responsibilities

  • •Identify and build relationships with advisors and third-party administrators to promote Nationwide retirement products and services, educate investment professionals, and drive repeat business and referrals.
  • •Coordinate with corporate staff and third-party administrators to prepare proposals, presentations, and closing paperwork; assist investment professionals at meetings with prospective customers.
  • •Focus on profitable growth in the assigned territory by promoting appropriate products and services.
  • •Support asset retention and servicing case-by-case, including field visits with investment professionals and customers and coordination with the corporate office.
  • •Participate in industry and broker/dealer conferences, conduct group meetings in-region, prepare activity/expense reports, and stay current on products, services, and competitors while maintaining required education and FINRA requirements.
Travel: Medium travel

Pay and Benefits

Salary: USD 100,000 annually
Perks:Health InsuranceDentalVisionLife InsurancePaid Leave401kPensionPaid Holidays

Key Requirements

  • •Minimum five years of experience in 401(k)/retirement plan business, preferably with an advisor-driven market, and/or direct 401(k) sales experience.
  • •FINRA Series 6 or 7, Series 63, Series 65, and required state life/annuity insurance agent licenses; associates must obtain required licenses/registrations within the business unit timeline.
  • •Experience as an investment professional, internal or external wholesaler, field servicing, or other relationship management role in the financial services industry.
  • •Strong interpersonal and written skills to interact with company officers, brokers, home office, and outside partners.
  • •Excellent group presentation skills and ability to instruct continuing education courses; proficiency with Word, PowerPoint, and Excel (Seibel CRM also referenced).
Experience:5+ years401(k)Retirement plansFinancial services
Education:
Skills:Interpersonal skillsWritten communicationGroup presentationTime managementOrganizational skills
Licenses:FINRA Series 6FINRA Series 7FINRA Series 63FINRA Series 65State life/annuity insurance agent licenses
Tech Stack:Microsoft WordPowerPointExcelSeibel CRMFINRA

Company Brief

Nationwide
Nationwide is a mutual insurance and financial services company offering auto, home, life insurance, retirement planning, investments, and banking products for individuals and businesses across the United States.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Established Company
Headquarters: Columbus, United States
Founded: 1926
Glassdoor
Glassdoor: 3.6
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