Field Retirement Strategy Advisor (Travel)

Nationwide; New York (NY); Hybrid; USD 68,000 - 127,000; Full time

Benefits offered by this job

Company vehicle

Job summary

NATIONWIDE Financial invites experienced professionals to join the Retirement Specialist team. The role focuses on delivering seminars, counseling on defined contribution plans, and driving sales within an assigned territory.

The ideal candidate will have 3+ years in financial/sales roles, FINRA licenses, and strong relationship management skills. Travel within territory and potential work-from-home arrangements are expected.

Qualifications

• Strong presentation and communication skills for effective seminar delivery.
• Excellent relationship-building abilities to foster connections with clients and stakeholders.
• Leadership skills to guide and support a team of specialists.

Responsibilities

• Schedules and conducts seminars for participants in the assigned territory.
• Supports the Program Director in territory planning and team development.
• Provides counseling on defined contribution plans to drive sales growth.
• Develops relationships with key contacts to expand plan offerings.
• Trains team on new presentations and policy changes.
• Acts as a lead for Retirement Specialists and handles inquiries.

Skills

Presentation skills

Relationship building

Leadership

Problem solving

Retirement plans knowledge

Licensing knowledge

Education

Undergraduate degree

Job description

NATIONWIDE Financial invites experienced professionals to join the Retirement Specialist team. The role focuses on delivering seminars, counseling on defined contribution plans, and driving sales within an assigned territory.

The ideal candidate will have 3+ years in financial/sales roles, FINRA licenses, and strong relationship management skills. Travel within territory and potential work-from-home arrangements are expected.