Internal Retirement Specialist- Kentucky Deferred Comp

Nationwide; Kentucky; Hybrid; USD 65,000 - 95,000; Full time

Job summary

Nationwide is seeking an Internal Retirement Specialist to deliver retirement plan education and advisory services to participants in Kentucky. You will act as a consultant, guide deferral strategies, and provide plan expertise to field Retirement Specialists and Program Directors.

The role requires FINRA Series 6, 63, and 65 licenses (Series 7 & 66 accepted) and a Life and Health license. Hybrid work schedule: 1 week in office, 1 week at home, with in-office days Mon/Wed/Fri 8:00-4:30 ET.

Qualifications

• FINRA Series 6, 63 and 65 licenses required; Life and Health license required.
• Minimum of two years in a relationship/sales driven role; call center experience preferred.
• Knowledge of defined contribution plans and retirement products.
• Strong time management and organizational skills; customer-focused.

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 increases in deferrals.
• Completes account reviews and advises on asset allocation based on individual results.
• Calculates retirement projections and provides counseling on results.
• Educates participants on distributions, transfers or consolidation needs.
• Builds relationships with field Retirement Specialists and Program Directors.
• Advises field teams on retirement plan knowledge and best practices.
• Applies industry trends and market movements to advise stakeholders.

Skills

Presentation skills

Communication skills

Relationship-building

Leadership

Problem-solving

Defined contribution knowledge

Education

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

Job description

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, "on your side" goes beyond just words. Our customers and partners are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care.

This position will support the Kentucky Deferred Comp plan, and requires the FINRA Series 6, 63, and 65 ( Series 7 & 66 also accepted ). State Life license also required.

This is a hybrid position, requiring alternating weeks of Work From Home and in the office (1 week in, 1 week out). In office schedule will be Monday, Wednesday, Friday 8:00 am -4:30 pm (ET).

Financial advisor experience preferred and team is open consider strong candidates with relevant transferrable skills.

The ideal candidate will have the following:

• 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.

#LI-YA1

Job Description Summary

At the heart of our work with retirement plans for high-profile organizations is the desire to help individuals retire successfully. Multiple decision-makers are engaged in plan selection, enhancements and retention, requiring teamwork, strategic thinking and superior relationship management on various levels. If you can collaborate, connect and communicate to build, grow and retain important and productive business relationships, we want to know more about you!

As an Internal Retirement Specialist, you'll provide retirement plan expertise to participants. You'll act as a consultant to provide specific education and advice based on the individual participants unique needs.

Job Description

Key Responsibilities

• Receives inbound calls from participants and provides education and guidance regarding their retirement plan. Uses plan-specific and industry expertise to provide information specific to the participant's individual 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. May offer additional services, e.g., ProAccount for those individuals who prefer automatic account management.
• 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.
• May perform other responsibilities as assigned.

Reporting Relationship: Reports to Manager and does not have direct reports.

Typical Skills and Experiences

• Education: Undergraduate studies business, finance, communications, marketing or related field preferred.
• License/Certification/Designation: FINRA Series 6, 63 and 65 licenses, Life and Health license are required. Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails to acquire required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position.
• Experience: Minimum of two years of experience in a relationship/sales driven position. Experience in a sales call center environment preferred, as well as financial services background.
• Knowledge, Abilities and Skills: In-depth knowledge of insurance and financial products. Knowledge of defined contribution plans preferred. Must have a drive for results, ability for relationship building and positive outlook. Proven consultative selling/advising skills and ability to follow processes. Strong time management/organization skills, receptive to coaching and customer focused. Ability to balance multipl