NationwidePosted 2 weeks ago

Specialist, Institutional Investment (National Platforms)

NationwidePosted 2 weeks ago

$71,000–$133,000 year

HybridColumbus, Ohio, United States

Columbus, Ohio, United StatesHybridFull Time$71,000–$133,000 yearINSURANCEEnterprise

Full TimeEnterpriseINSURANCE

Job Summary

Support the National Platforms sales process by partnering with relationship managers to deliver quarterly and ad-hoc product updates to current and prospective clients. Conduct investment and competitive analysis using Morningstar Direct while researching new prospects via company websites and Dakota. Maintain client lists and product approval lists for the sales team, serving as a technical consultant to internal and external stakeholders. Develop and execute remote market strategies within your territory, including scheduling virtual and in-person meetings to drive lead generation and meet sales objectives. Occasional travel required for in-person client updates. This role resides within 35 miles of Columbus, Ohio, on a SuccessFlex basis with a 3-day in-office schedule. No employer-sponsored work authorization is available.

Required Qualifications

FINRA Series 6 in hand at time of hire
FINRA Series 7
FINRA Series 63
Reside within 35 miles of Columbus: One Nationwide Plaza, Columbus OH, 43215
Undergraduate studies in business administration or related field
Three years of related experience including, but not limited to, product plan administration and sales, customer service, sales consulting, relationship management, project management, communication and marketing
Marketing techniques and approaches
Systems analysis and project management
Leadership skills
Competencies
Experience
Investment acumen
Sales and product management
Strong organizational skills
Understanding of investment products, specifically mutual funds and ETFs
Ability to conduct investment and competitive analysis using Morningstar Direct
Ability to conduct research on new prospective clients utilizing company websites, Dakota, and other appropriate sources
Ability to develop and maintain collaborative relationships with internal/external stakeholders
Ability to develop business on behalf of the Nationwide Investment Management
Ability to build and maintain strong business relationships with key sales clients
Ability to proactively schedule meetings with prospective clients and current clients
Ability to develop and maintain product approval list by client firm
Ability to serve as a technical consultant for other areas of the company
Ability to maintain knowledge on current and emerging developments/trends for assigned area(s) of responsibility
Ability to assess the impact of new trends and developments
Ability to collaborate with management to incorporate new trends and developments
Ability to meet or exceed all department, and sales and/or activity goals
Ability to plan and execute marketing solutions within assigned territory
Ability to develop and build remote market strategy within territory
Ability to schedule virtual and in person meetings
Ability to identify solutions for new business opportunities within the constraints of existing product and administrative capabilities
Ability to partner with relationship managers to provide quarterly and ad-hoc product updates
Ability to maintain client list for use by sales team and Nationwide internal partners
Ability to develop and maintain product approval list by client firm
Ability to serve as a resource to internal/external stakeholders
Ability to develop business on behalf of the Nationwide Investment Management in a manner that supports a positive company image
Ability to comply with all required rules and regulations
Ability to act ethically in all considerations
Ability to participate in assigned national platform team projects
Ability to analyze lead management outputs
Ability to communicate to internal constituents
Ability to support the development of territory business plans
Ability to increase territory sales
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support sales across a defined geographic region
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region
Ability to support the overall sales process from start to finish
Ability to be integral part of the sales team
Ability to drive lead generation
Ability to conduct investment analysis requests
Ability to schedule meetings
Ability to conduct meetings in assigned region

Hiring someone like this?

Get your role in front of qualified candidates on Sorce.

Get started