Defined Contribution Product Specialist - Retirement Solutions (Protected Retirement)

Nationwide Insurance; Pennsylvania; Remote; USD 205,000 - 242,000; Full time

Job summary

A financial services company seeks a Sales Leader to oversee financial products and relationships in retirement planning. The role requires a minimum of 15 years in sales and an undergraduate degree. This fully remote position offers significant salary potential and a comprehensive benefits package, including 18 days paid time off annually.

Benefits

Comprehensive benefits package

Paid time off

Flexible work arrangements

Qualifications

• Minimum 15 years of experience in sales, marketing, or relationship management.
• Strong understanding of retirement plans and ancillary products.
• Excellent communication and interpersonal skills.

Responsibilities

• Lead sales ownership of assigned financial products/services.
• Develop external relationships with plan sponsors.
• Create marketing collateral and strategic growth plans.

Skills

Sales experience

Communication skills

Project management

Education

Undergraduate degree in marketing, business, finance, or related field

Tools

FINRA licenses (Series 6, 63, 65)

Job description

Overview

Employer Industry: Financial Services

Why consider this job opportunity

• Salary up to $242,000
• Opportunity for career advancement and growth within the organization
• Fully remote position, allowing for flexible work arrangements
• Comprehensive benefits package, including medical, dental, vision, life insurance, and a 401(k) with company match
• Minimum of 18 days paid time off each full calendar year, plus additional paid holidays
• Chance to be part of a team committed to delivering extraordinary care and support for retirement planning

Responsibilities

• Lead end-to-end support and sales ownership of assigned financial products/services, ensuring profitable growth
• Develop and maintain external relationships with consultants and plan sponsors for defined contribution plans
• Create marketing collateral and strategic plans to prioritize growth opportunities for the employer
• Collaborate with internal partners to enhance the sales pipeline and commit resources to market enhancements
• Stay informed about industry trends and lead the strategic planning process for assigned products/services

Qualifications

• Undergraduate degree in marketing, business, finance, or a related field
• Minimum of 15 years of experience in sales, marketing, and/or relationship management, with significant experience in the retirement plan sales field
• Required licenses: FINRA Series 6, Series 63, and Series 65
• Strong understanding of retirement plans and ancillary products, including Health Savings Accounts and managed account services
• Excellent communication and interpersonal skills, along with strong project management abilities

Preferred Qualifications

• Master of Business Administration and/or advanced certifications such as CFP, CFA, or CIMA
• Designations such as ChFC, CLU, or CRC
• Proven ability to engage consultants and intermediary partners in sales interactions
• Experience with capital preservation products and in-plan guarantee products
• Strong executive presence in board meetings and client presentations

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