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!
Compensation Grade: F.SD70
FINRA Series 7, 63 or 66 required. Series 7 must be obtained within 90 days of hire.
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Job Description Summary
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Job Description
Key Responsibilities:
Responsible for lead generation and generating ETF leads for Nationwide ETF sales through data analytics.
Provides territory support to team based on region.
Responsible for inbound and outbound ETF Sales and Service calls.
Accountable for retaining and growing ETF assets across Nationwide ETF lineup.
Partners with Nationwide Institutional fund distribution team across all channels to complement mutual fund and ETF existing efforts with retail and Institutional buyers.
Helps establish and grow overall Nationwide ETF Brand and market positioning.
May perform other responsibilities as assigned.
Reporting Relationships:Reports to leader and does not have direct reports.
Typical Skills and Experiences:
Education:Typical: College Degree, Some Financial Services Background, FINRA licensed. Preferred ETF Experience
License/Certification/Designation:FINRA Series 7, 63 or 66. CIMA, MBA, CFA or progress towards.
Experience:5 years of ETF and/or Financial Services experience. Experience handling inbound and outbound sales and service phone calls. 3 years experience in asset management distribution with broad knowledge of platform and intermediary sales.
Knowledge, Abilities and Skills:Knowledge of Intermediary and Platform distribution. Proven ability to manage and execute sales plan to meet ETF activity, sales and lead generation goals. Strong investment acumen and background – knowledge of options and options-based strategies a plus. Excellent written and verbal communication skills. Self driven with ability to build and manage key internal and external relationships.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Values:Regularly and consistently demonstrates Nationwide Values.
Job Conditions:
Overtime Eligibility:Not Eligible (Exempt)
Working Conditions:Normal office environmentADA: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.
