Internal Retirement Plan Advisor (FINRA Licensed)

Socket.dev; Frankfort (KY); Hybrid; USD 52,000 - 97,000; Full time

Job summary

Nationwide Financial seeks an Internal Retirement Specialist to provide retirement plan expertise to participants and act as a consultant to field specialists. You will educate participants, advise on deferrals, asset allocation and distributions, and build relationships across the sales team.

Role emphasizes collaboration, strategic thinking, and compliance with license requirements. Hybrid work model and a comprehensive benefits package accompany the position.

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 encourage appropriate increases in deferrals to support retirement goals.
• Completes account reviews as requested by participants to analyze individual risk assessment and advise on asset allocation options based on individual results.
• Calculates retirement projections for participants as requested and provides counsel on results.
• Provides education to participants to understand individual retirement distributions, transfers or consolidation needs.
• Builds strategic relationships with field Retirement Specialists and Program Directors through advising and consulting, in support of business unit sales goals.
• Acts as a consultant providing retirement plan expertise, recommendations, and practice management advice to field Retirement Specialists and Program Directors within assigned territory(s).
• Applies knowledge of industry trends, competitive intelligence, state legislation, market movements and investment changes/performance to advise and consult with the field Retirement Specialists and Program Directors.

Skills

Presentation skills

Communication

Relationship building

Leadership

Problem solving

Retirement plan knowledge

Financial counseling

Education

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

Job description

Nationwide Financial seeks an Internal Retirement Specialist to provide retirement plan expertise to participants and act as a consultant to field specialists. You will educate participants, advise on deferrals, asset allocation and distributions, and build relationships across the sales team.

Role emphasizes collaboration, strategic thinking, and compliance with license requirements. Hybrid work model and a comprehensive benefits package accompany the position.