Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy
Jobs / Job page
Institutional Sales Director - Retirement Solutions image - Rise Careers
Job details

Institutional Sales Director - Retirement Solutions

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 wordsOur customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.This position that will cover the Western part of the US for our Retirement Solutions teamThis role will be working with both Corporate/Private Sector clients as well as Not-For-Profit clientsLiving within the Western half of the US is a requirement.This is an H.99 band role.#LI-COLEJob Description SummaryOur team members love everything about sales and the sales processWe work in a highly-competitive industry where it pays to be ethical, determined, persistent and innovativeIf you have the tenacity and vision to win profitable business and would thrive in the culture of Nationwide, where you are surrounded and supported by the both the team and the company, we want to know more about you! As a Sales Director, you’ll lead new large market retirement plan sales for Nationwide Retirement Solutions (NRS)We’ll count on you to build and grow relationships with financial professionalsYou’ll be responsible for developing bid strategies for RFPs and lead the entire internal bid response through partnerships with cross-functional teams across the organization.Job DescriptionKey Responsibilities: Directs all aspects of the sales process from prospecting to closing and through transitionDevelops relationships with consultants, financial professionals, and internal support team to assist in client sales.Assists in creating Nationwide's go-to-market strategy and story as well as representing Nationwide in this marketplace at conferences, forums and other key sales events.Identifies sales opportunities, builds relationships with key contacts, attend board meetings, identifies key issues and opportunities, meets with key endorsement partners, attend conferences.Participates in internal kickoff meetingProvides background and sets direction, reviews Case Management’s request for proposal (RFP) response and provide customized input, sales commitments, cover letter and overall “Why Nationwide” message, pricing negotiation with Finance.Identifies final team members, sets up finals prep sessions, including full-day onsite run-through and communicates finalist meeting logistics and expectations (dress, times, slide assignments, timing, etc.).Compiles finals executive summary, partners with Marketing on finals presentation, material, packaging, Nationwide Technology (web demo, expert presenter, videos), provides coaching and feedback to team members including Vice President/Senior Vice President/President-level senior executives, facilitates finals meeting including opening, close, and Q&A discussion.Introduces transition team and ongoing service team, stays involved as needed to provide RFP/finals commitment perspective, continues to work with prospect and consultant post-win to ensure Nationwide’s products are adopted and relationship is profitableCalls on key relationships when needed to “right the ship” if transition or contract negotiations are stalled.Partners with Marketing, Finance, Product, Consultant Relations and Sales leadership to develop Nationwide's strategy, story and presenceActs as the voice of the market to the corporate office and represents Nationwide at industry conferences and other sales events.Knows and uses Salesforce customer relationship management, travel and expense reporting, travel management, training (annual firm level, license continuing education, etc.), Mentors other Sales associates, develop strategic business recommendations, product improvement recommendations, etc.May perform other responsibilities as assigned. Reporting Relationships: Reports to Sales Leader and generally does not have direct reports.Typical Skills and Experiences: Education: Undergraduate degree in marketing, business, finance, or related field requiredMaster of Business Administration preferred.License: Series 6, Series 63 and Series 65 required; designations such as ChFC, CLU, CRC are preferred.Experience: Minimum 10 years of successful Retirement Plan experience in sales, marketing and/or relationship managementA significant portion of the experience should be in the retirement plan sales field.Knowledge, Abilities and Skills: In-depth understanding of retirement plans and ancillary products and services associated with retirement plans including Health Savings Accounts (HSA), in-plan guarantee products, stable value solutions, managed account servicesExcellent verbal and written communication skills; strong interpersonal skills, detail-oriented and strong technical skills and proficiencyProject management skills, strong executive presence in board meetings and client presentationsAbility to develop, lead and make decisions around diverse projects and teams.Other criteria, including leadership skills, competencies and experiences may take precedenceStaffing exceptions to the above must be approved by the hiring manager’s leader and Human Resource Business Partner.Values: Regularly and consistently demonstrates 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. BenefitsWe 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 moreTo learn more about the benefits we offer,click here.Nationwide is an equal opportunity employerWe celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engagedNationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employmentThis position allows for the potential to earn performance-based commissions or incentives that may constitute the majority of target compensation.The national salary range for Sales Director - Retirement Solutions : $185,000-$185,000The expected starting salary range for Sales Director - Retirement Solutions : $185,000-$185,000SummaryLocation: California; Oregon-Work from Home-3; Arizona-Work from Home-2; Nevada-Work from Home-3; Utah-Work from Home-2; Idaho-Work from Home-2; Washington-Work from Home-3Type: Full time
Nationwide Glassdoor Company Review
3.9 Glassdoor star iconGlassdoor star iconGlassdoor star icon Glassdoor star icon Glassdoor star icon
Nationwide DE&I Review
No rating Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon
CEO of Nationwide
Nationwide CEO photo
Kirt Walker
Approve of CEO

Nationwide is one of America’s most diversified financial services organizations. We’re trusted advisers for our members, offering solutions like home and auto insurance, life insurance, retirement savings tools, business insurance and pet insuran...

14 jobs
MATCH
Calculating your matching score...
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
August 31, 2024

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!
Other jobs
Company
Posted 2 months ago
Company
Posted 29 days ago
Company
Posted 11 months ago
Company
Posted 3 months ago