Bilingual Retirement Plan Advisor (Spanish/English)

Nationwide; Brea (CA); On-site; USD 52,000 - 97,000; Full time

Job summary

Nationwide is seeking an Internal Retirement Specialist to provide retirement plan expertise to participants, acting as a consultant to educate and advise based on individual needs. The role emphasizes building strong client relationships, delivering personalized education, and collaborating with field Retirement Specialists and Program Directors to meet sales goals.

The position requires FINRA licenses (6/63/65) and Life/Health licenses, with two years in a sales-driven role.

Qualifications

• Minimum of two years in a relationship/sales driven position.
• FINRA Series 6, 63 and 65 licenses, Life and Health license are required.

Responsibilities

• Receives inbound calls from participants and provides education and guidance regarding their retirement plan.
• Initiates calls to targeted participants to discuss deferrals and increases in contributions.
• Completes account reviews and advises on asset allocation options based on individual results.

Skills

Relationship building

Consultative selling

Communication skills

Time management

Education

Undergraduate degree (business/fin./comm./marketing)

Job description

Nationwide is seeking an Internal Retirement Specialist to provide retirement plan expertise to participants, acting as a consultant to educate and advise based on individual needs. The role emphasizes building strong client relationships, delivering personalized education, and collaborating with field Retirement Specialists and Program Directors to meet sales goals.

The position requires FINRA licenses (6/63/65) and Life/Health licenses, with two years in a sales-driven role.