Remote Retirement Plans Client Advisor

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

Benefits offered by this job

Medical/dental/vision coverage

401(k) with company match

Pension plan + generous PTO

Job summary

Nationwide Mutual Insurance Company seeks a Specialist, Bundled Client Services to manage assigned caseloads, ensuring plans are administered per documents and agreements. You will collaborate with producers, clients, accountants, and attorneys in ongoing plan administration and sponsor meetings.

The role emphasizes knowledge of retirement plans, ERISA regulations, and strong customer service. This position may be remote with a hybrid in-office schedule for those in eligible locations.

Qualifications

• Requires undergraduate studies or equivalent experience with retirement plans (ERISA/IRS) knowledge.
• Licensure: FINRA Series 6; additional licenses/registrations may be required by the business unit.
• Strong ability to communicate, both verbally and in writing, with plan sponsors and clients.
• Demonstrated problem-solving skills and the ability to analyze business needs and design appropriate plans.

Responsibilities

• Conduct quarterly plan checkup reviews with plan sponsors.
• Serve as shared contact for plan sponsors and financial professionals.
• Develop and manage relationships with internal/external clients and business partners.
• Identify business needs and provide solutions for clients and plans.
• Coordinate client visits and discuss plan document amendments as needed.

Skills

Advanced knowledge of retirement plans

ERISA/IRS requirements knowledge

Strong communication skills

Analytical/problem-solving ability

Interpersonal facilitation skills

Ability to manage multiple tasks

Education

Undergraduate studies or equivalent related work experience

FINRA Series 6 license

Job description

Nationwide Mutual Insurance Company seeks a Specialist, Bundled Client Services to manage assigned caseloads, ensuring plans are administered per documents and agreements. You will collaborate with producers, clients, accountants, and attorneys in ongoing plan administration and sponsor meetings.

The role emphasizes knowledge of retirement plans, ERISA regulations, and strong customer service. This position may be remote with a hybrid in-office schedule for those in eligible locations.