Nationwide

Sr. Consultant, Rebid Strategy - Retirement Solutions

Ohio Full time
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.

This role can be fully remote, but proximity to Columbus, OH is preferred. The role will require up to 25-50% travel with location near a major metropolitan airport required.

This is an H4 band role.

#LI-COLE

Job Description Summary

Our team members love everything about sales and the sales process. We work in a highly-competitive industry where it pays to be ethical, determined, persistent and innovative. If you have the tenacity and vision to win and retain 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 Sr Consultant, Rebid Strategy, you’ll lead rebid strategy and execution across the integrated service team including sales, operations, marketing, product development and finance to define an approach to retain large government and institutional clients with $250M+ in assets (top 200 clients representing $62B in assets + 4 large case plans representing an additional $110M in assets) as clients go out to bid. We’ll count on you to build and grow relationships with key decision makers. You’ll be responsible for developing multi-year rebid strategies for contract renewals and lead the entire internal bid response through partnerships with cross-functional teams across the organization.

Job Description

Key Responsibilities:   

  • Directs all aspects of the rebid sales process across the country including working across retirement solutions teams to define retention and growth strategies when client is in the queue to come up for bid and/or already in the bid process (multi-year process) for our largest clients $250M in assets and above

  • Creates cadence for executing deliverables and gaining agreement internally while working with field teams and external consultants where applicable.

  • Lead the team through finalist preparation and delivery if/when plan goes to finalist - including selecting and aligning team, crafting position, data and story, preparing finalist presentation team with practice/feedback sessions and final presentation.

  • Leads proactive strategy development and internal team meeting across retirement solutions sales and business partners to position Nationwide for retention and growth

  • Provides expertise in RFP response and positioning for competitive scoring and finalist presentation

  • Works closely with Acquisition Directors to leverage best practices and learnings to put the deal team in the best position to retain/grow clients

  • Includes staying close to competitors and their offers and strategies to position Nationwide for the retention win

  • Consult with Acquisition Directors and Finance on similar bids for target segment and competitor insights

  • Partner with Acquisition, Business Partners and Finance on pricing assumptions

  • Works with endorsement partners (NACo, IAFF) in advance to leverage relationships to retain the plan

  • Develops relationships with senior decision makers including consultants, career staff and board/committee members helping to inform retention and growth strategy

  • Provide key updates and communications across teams including senior leadership to keep everyone informed and aligned

  • Partners with Marketing, Finance, Product, Consultant Relations and Sales Leadership to develop Nationwide's go-to-market strategy and story as well as representing Nationwide in this marketplace at conferences, forums and other key sales and client events. 

  • Compiles rebid 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. 

  • 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: This job reports to the Government Sales – Retirement Solutions Leader and will be an individual contributor.

   

Typical Skills and Experiences:   

Education: Undergraduate degree in marketing, business, finance, or related field required. Master of Business Administration preferred

License/Certification/Designation : Series 6, Series 63 and Series 65 required; designations such as ChFC, CLU, CRC are preferred. 

Experience: Minimum 15 years of experience in sales, marketing and/or relationship management. A significant portion of the experience should be in the retirement plan sales field. Government sales experience preferred.   

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 services. Excellent verbal and written communication skills; strong interpersonal skills, detail-oriented and strong technical skills and proficiency. Project management skills, strong executive presence in board meetings and client presentations. Ability to develop, lead and make decisions around diverse projects and teams. 

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 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 03/29/2026. 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.


For NY residents please review the following state law information: Notice of Employee Rights, Protections, and Obligations LS740 (ny.gov) https://dol.ny.gov/system/files/documents/2022/02/ls740_1.pdf

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 Sr Consultant, Rebid Strategy : $138,000.00-$243,000.00

The expected starting salary range for Sr Consultant, Rebid Strategy : $138,000.00 - $206,000.00