Hybrid Senior Retirement Specialist - Education & Growth

Nationwideexcessandsurplus; Baltimore (MD); Hybride; USD 68 000 - 127 000; Plein temps

Avantages offerts par ce poste

Medical/dental/vision

401(k) with company match

Pension plan

Paid time off

Résumé du poste

Nationwide Mutual Insurance Company is seeking a Senior Retirement Specialist to deliver retirement education and planning services for plan participants, building relationships and driving enrollment in defined contribution options.

Hybrid role in Baltimore with travel; collaborate with the Program Director, mentor Retirement Specialists, and expand plan relationships while supporting overall program goals.

Qualifications

• Undergraduate studies in related field, insurance, business, marketing preferred.
• FINRA licenses and Life & Health licenses required; Series 63/65 may be necessary.
• Three years of related experience in financial, sales or educational services.
• Knowledge of 457 plans and public sector retirement products; strong presentation skills.

Responsabilités

• Schedules and conducts seminars for participants within an assigned territory.
• Supports the Program Director in territory planning and team development.
• Counsels participants on defined contribution plans to drive sales growth.
• Develops relationships with key contacts at department heads to expand offerings.
• Leads projects related to marketing, enrollment and process improvements.

Connaissances

Presentation skills

Communication skills

Relationship building

Leadership

Problem solving

Retirement plans knowledge

Financial counseling

Formation

Undergraduate studies in related field

Description du poste

Nationwide Mutual Insurance Company is seeking a Senior Retirement Specialist to deliver retirement education and planning services for plan participants, building relationships and driving enrollment in defined contribution options.

Hybrid role in Baltimore with travel; collaborate with the Program Director, mentor Retirement Specialists, and expand plan relationships while supporting overall program goals.