Remote Retirement Plan Specialist

Nationwide; Columbus (OH); Hybrid; USD 71,000 - 133,000; Full time

Job summary

Nationwide seeks a Specialist in Bundled Client Services to help administer retirement plans with accuracy and a client-first mindset. You will work with plan sponsors, financial professionals, and internal teams to ensure plan documents, filings, and audits align with ERISA and IRS requirements.

This exempt role supports sales and ongoing administration, requires four years in financial services, a FINRA Series 6 license, and a strong ability to communicate complex concepts clearly.

Qualifications

• Four years of financial services experience in retirement plans.
• Experience with client consultation and ongoing plan administration.
• Knowledge of ERISA and IRS requirements.
• FINRA Series 6 license; must obtain required licenses within designated period.

Responsibilities

• Conduct quarterly plan checkup reviews with plan sponsors.
• Serve as the shared point of contact for plan sponsors and financial professionals.
• Develop and manage relationships with clients and business partners.
• Identify business needs and provide solutions for clients.
• Communicate with plan sponsors and producers about the sale or administration of retirement plans.
• Schedule and coordinate client visits.
• Review documents/amendments with plan sponsors.

Skills

Relationship management

Customer service

Communication skills

Problem solving

Education

Undergraduate studies or equivalent related work experience

Job description

Nationwide seeks a Specialist in Bundled Client Services to help administer retirement plans with accuracy and a client-first mindset. You will work with plan sponsors, financial professionals, and internal teams to ensure plan documents, filings, and audits align with ERISA and IRS requirements.

This exempt role supports sales and ongoing administration, requires four years in financial services, a FINRA Series 6 license, and a strong ability to communicate complex concepts clearly.