Internal Retirement Plan Consultant

Nationwide Mutual Insurance Company; Columbus (OH); On-site; USD 52,000 - 97,000; Full time

Benefits offered by this job

Medical/dental/vision

Life insurance

Paid time off

Nine holidays

401(k) with company match

Job summary

Nationwide Mutual Insurance Company is seeking an Internal Retirement Specialist to educate participants on retirement plans and serve as a consulting resource for tailored advice. The role involves collaboration with field Retirement Specialists and Program Directors to support sales goals and strategic relationships.

The ideal candidate will possess FINRA licenses (Series 6, 63, 65) and Life/Health licenses, with at least two years in a relationship/sales driven role.

Qualifications

• Undergraduate studies in business, finance, communications, marketing or related field preferred.
• FINRA Series 6, 63 and 65 licenses, Life and Health license required.
• Two years of experience in a relationship/sales driven position; call center experience preferred.

Responsibilities

• Receives inbound calls from participants and provides education and guidance regarding their retirement plan; uses plan-specific knowledge to tailor information.
• Initiates calls to targeted participants to discuss deferrals and retirement goals.
• Completes account reviews, analyzes risk, and advises on asset allocation; may offer ProAccount for automatic management.
• Calculates retirement projections and provides counseling on results.
• Provides education on retirement distributions, transfers, or consolidations.

Skills

Interpersonal skills

Relationship management

Communication

Sales experience

Education

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

Job description

Nationwide Mutual Insurance Company is seeking an Internal Retirement Specialist to educate participants on retirement plans and serve as a consulting resource for tailored advice. The role involves collaboration with field Retirement Specialists and Program Directors to support sales goals and strategic relationships.

The ideal candidate will possess FINRA licenses (Series 6, 63, 65) and Life/Health licenses, with at least two years in a relationship/sales driven role.