Sales & Retention Lead Agent, Direct Distribution - Personal Lines
Location
United States
Posted
2 hours ago
Salary
$52K - $97K / year
No structured requirement data.
Job Description
The Sales and Retention Lead Agent support teams of sales and retention agents by serving as subject matter experts, supervisor backup and reliable point of escalation. This role provides mentoring, assists with training, and models behaviors that contribute to a positive, customer‑focused culture. It collaborates across departments, contributes to process and product enhancements, and participates in cross‑functional initiatives.
Core responsibilities include supporting coaching plans, advancing business initiatives, and monitoring performance and meeting department goals. The role applies data analytics to identify trends and recommend strategic actions, and leverages strong project‑management practices to plan, coordinate, and execute initiatives efficiently. Project management is used to track progress, manage timelines, communicate updates, and ensure that improvements are delivered with consistency and measurable impact. Overall, the position blends subject‑matter expertise, analytics, and project‑management capabilities to strengthen sales performance and enhance both agent and business unit effectiveness.
Ideal candidate should possess the following:
- Recent PL Sales and or PL Retention experience, with a minimum of 6 months in role post training
- Must be in good standing with performance/attendance
- Work schedule will be Mon - Fri 8 AM - 4:30 PM CST, the schedule may require flexibility
Internal only - Comp Grade: E.S55
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Job Description Summary
Whether working to sell new or retain existing business, we are customer-focused, positive, persistent and tenacious. Our products are designed to protect our customers and we know that insurance coverage has the potential to make their worst day better. If you are technologically savvy, can connect and communicate in a fast-paced environment and adapt easily to changes, we want to know more about you!As a Sales and Retention Lead Agent, you'll lead a team of sales and/or retention agents. We'll count on you to be back-up support to the supervisor, a subject matter authority for the business unit and mentor for sales/retention agents. We'll also expect you to be a champion of business unit culture by actively supporting and role modeling business initiatives.
Job Description
Key Responsibilities:
Supports functions to facilitate and enhance the sales process and achieving annual sales goals.
Represents the assigned business unit on internal management teams, sub-committee management teams and product development, implementation, administration and other teams, as necessary, to arrive at business line strategies. Assumes lead role when appropriate.
Works closely with the sales leaders to assess current organizational sales capabilities and make sound recommendations for improving sales effectiveness and execution. Helps develop sales strategy for assigned business unit products and services.
Builds and grows relationships with agents, business partners and leaders.
Troubleshoots and expedites resolution of problems between Nationwide and its various distribution channel partners in licensing, underwriting, accounting, administration and performance.
Researches complex, technical questions about products or distribution for assigned business unit.
Develops coaching plans and programs. Helps develop quotas. Implements plans and programs. Coordinates and monitors approved budget.
Supervises training of sales personnel. Prepares formal presentations and assumes lead role in ad hoc discussions during training.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Associate Vice President, Sales – Direct Distribution; Supervises Financial Advocates.
Typical Skills and Experiences:
Education: Undergraduate degree in business, marketing, economics, insurance or related field. Graduate studies preferred in business, marketing, or related subject area.
License/Certification/Designation: Associates must acquire the required federal and/or state licenses/registrations of Life and Health License, FINRA Series, 6, 26 and 63 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 to acquire required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position.
Experience: Ten years of experience managing sales programs within a call center, sales support, marketing or direct selling environment.
Knowledge, Abilities and Skills: Knowledge of sales management, call center and/or sales support practices and procedures and assigned business unit products and distribution relationships. Excellent verbal and written communication skills. Ability to analyze producers' needs, recommend products and determine training.
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 Human Resources Business Partner.
Values: Regularly and consistently demonstrates the Nationwide Values.
Job Conditions:
Overtime Eligibility: Eligible (Non-exempt)
Working Conditions: Normal office conditions. Occasional travel. Must be available to work overtime (outside of regular business hours) as needed and Nationwide holidays that the New York Stock Exchange is open.
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.
Credit/Background Check: Due to the fiduciary accountabilities within this job, a valid credit and/or background check will be required as part of the selection process.
We currently anticipate accepting applications until 03/13/2026. 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 Sales & Retention Lead Agent, Direct Distribution - Personal Lines : $52,000.00-$97,000.00The expected starting salary range for Sales & Retention Lead Agent, Direct Distribution - Personal Lines : $52,000.00 - $78,000.00