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Grandview Heights, Ohio, United States
Hybrid
Not Available
As a Regional Internal Consultant, you will serve as a trusted advisor and strategic partner to financial professionals, broker-dealers, and internal sales teams, helping drive growth, retention, and client success across an assigned territory. This role combines consultative sales expertise, financial services knowledge, and relationship management to identify business opportunities, deliver tailored solutions, and position Nationwide Financial products and services to meet evolving client needs.
Success in this role requires a strong customer focus, the ability to influence and build credibility with business partners, and a demonstrated consultative sales approach. The ideal candidate is results-driven, highly organized, and skilled at balancing multiple priorities while delivering exceptional service. In addition to supporting territory initiatives, Regional Internal Consultants serve as mentors for newer associates, contribute to strategic projects, and represent Internal Sales & Service in key meetings, advisory councils, and partnership initiatives.
This position offers the opportunity to make a meaningful impact by helping financial professionals grow their businesses, delivering value-driven solutions to clients, and contributing to Nationwide Financial's continued success in a dynamic and competitive marketplace.
It is our intention to fill this role on a hybrid basis within 35 miles of Columbus, Ohio or Scottsdale, Arizona. However, on occasion, applications from candidates working remotely who bring critical industry skills and relevant experience may be considered.
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!Job Description
Key Responsibilities:
Proactively initiates daily contacts to targeted business partners to build relationships, discover appropriate needs in which products and services apply and to consult and advise based on their clients' needs.
Builds and grows strategic business partnerships and relationships with business partners to meet territory(s) management performance requirements. Acts as a consultative link between business partners and Nationwide Financial (NF). Applies knowledge of industry trends, competitive intelligence, state legislation, market movements and investment changes/performance to advise and consult with business partners.
Profiles and determines viability of business partners as it relates 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, regarding support materials such as illustrations, proposals and product/rider information. Discusses questions or concerns with the business partner and proposes solutions. Consults with the business partners to address concerns about not using a NF product and helps them be more comfortable with NF’s solutions in the future.
Acts as a consultant by proactively providing financial expertise, recommendations and practice management advice to business partners within assigned territory(s) including case design, business consultations, product updates, training, product rollouts and point of sale consulting.
Executes proactive contacts to business partners in support of campaigns to highlight product features and benefits and to advise business partners on pertinent sales ideas and solutions.
Partners with external sales force to consult with business partners in order 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 their business with Nationwide. Probes to understand reasons for asset flight and advises alternative solutions for retention.
Develops effective business plans to achieve scorecard requirements.
Represents ISS in meetings and initiatives such as advisory boards, relationship strategy partnerships, etc. Performs in an informal leadership role and serves as a facilitator and point of reference to drive success for these efforts.
Consults with other functions across Nationwide to build on competitive products and services that will meet customer needs.
Travels and covers open external wholesaler territory, on a temporary basis and conducts 1:1 meetings at Broker Dealer events and present at conferences.
Serves as a role model to other Regional Internal associates. Assists in the education and training of new Regional Internal associates. Leads team meetings. In the absence of the manager, works as the leader of the team to ensure individual and team goals are met.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Manager and does not have direct reports.
Typical Skills and Experiences:
Education: Undergraduate degree in Human Ecology, Business, Finance, Communications, Marketing or related field required.
License/Certification/Designation: FINRA Series 6 and Series 63 licenses required. Associate must obtain the required federal and/or state licenses/registrations within the time period designated by the business unit. 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: Minimum of five years of experience in a sales driven position. Experience in a sales or service call center environment preferred, as well as financial services background. Demonstrated ability to meet or exceed sales goals.
Knowledge, Abilities and Skills: Advanced knowledge of insurance, financial products and the associated consultative sales processes preferred. Advanced knowledge of the financial services industry and financial planning concepts. Knowledge should be demonstrated and executed at a level that serves as a role model for lesser experienced associates. Must demonstrate success in educating and mentoring team members on the knowledge required for success. Demonstrates an advanced knowledge and execution of the Teach / Tailor / Take Control elements of our consistent consultative sales process. Demonstrates the ability to execute these responsibilities at an advanced level that serves as a role model for lesser experienced associates. Demonstrates the ability to educate and mentor others on the team to successfully execute these responsibilities. Ability to develop Nationwide insights that can be utilized in the execution of the Teach / Tailor / Take Control tenets.
Results oriented, demonstrates independent judgment and decision-making, ability to develop relationship (both internally and externally), consultative selling/advising skills, ability and willingness to follow processes, ability to effectively manage time, receptive to coaching, 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. Exhibits strong sales process 2.0 consultative skills. Skills and competencies should be demonstrated and executed at an advanced level that serves as a role model for lesser experienced associates. Must also demonstrate success as an informal leader of the team in the areas of mentoring, coaching, teaching, change and innovation, positive motivation and influencing, idea sharing and overall communication skills.
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: 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.
We currently anticipate accepting applications until 11/01/2026. However, we encourage early submissions, as the posting may close sooner if a strong candidate slate is identified before the deadline.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.
This position could be filled within any of the lower 48 U.S. states.Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at 888-944-2247.NOTE TO EMPLOYMENT AGENCIES:
We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.
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 employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule.The national salary range for Consultant, Regional Internal : $68,000.00-$126,000.00The expected starting salary range for Consultant, Regional Internal : $68,000.00 - $102,000.00