Hybrid Retirement Plan Advisor

Nationwide; Frankfort (KY); Hybrid; USD 52,000 - 97,000; Full time

Benefits offered by this job

Medical/dental/vision

Life insurance

Short and long term disability

Paid time off (18 days/year)

Nine paid holidays

401(k) with company match

Company-paid pension plan

Business casual attire

Job summary

Nationwide is seeking an Internal Retirement Specialist to provide retirement plan expertise to participants and act as a consultant for field Retirement Specialists and Program Directors. The role focuses on education, guidance, and strategic relationship management within a defined contribution retirement plan context.

The position requires FINRA Series 6, 63, and 65 licenses (Series 7 & 66 accepted) and Life/Health licenses, with a two-year relationship/sales background preferred.

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.
• Problem-solving skills to address customer inquiries and improve processes.
• Knowledge of defined contribution retirement savings plans and financial counseling.

Responsibilities

• Receives inbound calls from participants and provides education and guidance regarding their retirement plan.
• Initiates calls to targeted participants to discuss contribution levels and deferrals.
• Completes account reviews and advises on asset allocation options.
• Calculates retirement projections and provides counsel on results.
• Provides education on retirement distributions, transfers or consolidation needs.
• Builds strategic relationships with field Retirement Specialists and Program Directors.
• Acts as a consultant providing retirement plan expertise to field specialists and directors.
• Applies knowledge of industry trends and investments to advise and consult.

Skills

Presentation skills

Communication

Relationship building

Leadership

Problem solving

Retirement plans knowledge

Education

Undergraduate studies in business/finance/communications/marketing or related field

Job description

Nationwide is seeking an Internal Retirement Specialist to provide retirement plan expertise to participants and act as a consultant for field Retirement Specialists and Program Directors. The role focuses on education, guidance, and strategic relationship management within a defined contribution retirement plan context.

The position requires FINRA Series 6, 63, and 65 licenses (Series 7 & 66 accepted) and Life/Health licenses, with a two-year relationship/sales background preferred.