Hybrid Retirement Education Lead — Plan Growth & Advisory

Kalepa; Baltimore (MD); Hybrid; USD 68,000 - 127,000; Full time

Benefits offered by this job

Medical/dental/vision

Life insurance

Pension plan

401(k) with company match

Paid time off

Company-provided dress code

Job summary

Nationwide Mutual Insurance Company is seeking a Senior Retirement Specialist to drive sales, educate participants, and deliver service for retirement plans. You will build and retain relationships with participants, conduct retirement education sessions, and identify prospects for small cases within your territory.

The role requires FINRA licenses (6/63/65 or 7/66) and Life & Health licenses, plus three years in financial, sales or educational services.

Qualifications

• Undergraduate studies in related field (insurance, business, marketing) preferred.
• FINRA Series 6/63/65 or Series 7/66 Life & Health license is required.
• Three years of experience in financial, sales or educational services functions.
• Knowledge of 457 plans and related financial products to expand plan relationships.

Responsibilities

• Schedule and conduct one-on-one and group seminars for participants in the territory.
• Support Program Director with territory planning and team development.
• Provide counseling on defined contribution retirement plans to drive sales growth.

Skills

Presentation skills

Relationship building

Leadership

Sales

Communication

Education

Undergraduate studies in related field

Job description

Nationwide Mutual Insurance Company is seeking a Senior Retirement Specialist to drive sales, educate participants, and deliver service for retirement plans. You will build and retain relationships with participants, conduct retirement education sessions, and identify prospects for small cases within your territory.

The role requires FINRA licenses (6/63/65 or 7/66) and Life & Health licenses, plus three years in financial, sales or educational services.