Sr Analyst, Regional Internal Consultant

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.

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.

FINRA SIE and Series 6 required at time of application and you will be required to get your Series 63 within 120 days.

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!

Our Internal Sales & Service (ISS) team works with Financial Professionals to provide the right Nationwide products to people who need and want them. We count on our team members to represent Nationwide well in this important market and have a real desire to connect and help our customers.

As a Consultant, you’ll build, grow and retain strategic relationships with financial professionals, administrators and/or plan sponsors and participants (clients) through advising and consulting to support the business unit sales goals. We’ll count on you to work effectively with multiple contact points across the sales process and assist leaders with strategy, training and coverage.

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.