Retirement Education & Sales Team Lead

National Black MBA Association; Northern (KY); On-site; USD 68,000 - 127,000; Full time

Benefits offered by this job

Medical/dental/vision

Life insurance

Disability coverage

Paid time off

nine paid holidays

401(k) with company match

pension plan

business casual attire

Job summary

Nationwide Financial is seeking a Senior Retirement Specialist to drive sales, educate plan participants and deliver high-quality service within an assigned territory.

You will build and retain relationships with participants and institutional clients, provide retirement counseling and conduct seminars to promote defined contribution plans, while mentoring a team of Retirement Specialists and collaborating with Program Directors and field offices.

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

• Schedules and conducts one-on-one and group seminars for potential and existing participants within an assigned territory.
• Assists/supports the Program Director in territory planning, execution strategies and team building/development activities.
• Serves as a financial resource to existing and potential participants by providing counseling and guidance on defined contribution retirement savings plans which will drive sales growth.
• Develops relationships with key entity contacts especially at the department head level in order to expand products and services within the plan.
• Helps and supports Program Director, including training on new presentations, product information and policy or process changes.
• Acts as a team lead for a group of Retirement Specialists and serves as a point of contact for inquiries and help troubleshoot problems.
• Leads special projects that may relate to marketing, customer service, enrollment and other administrative processes of the deferred compensation program.
• Works with dedicated or regional home office teams to solve customer issues or implement actions to improve processes for the field.

Skills

Seminar delivery

Relationship building

Leadership

Problem solving

Retirement plans knowledge

Education

Undergraduate studies in related field

Job description

Nationwide Financial is seeking a Senior Retirement Specialist to drive sales, educate plan participants and deliver high-quality service within an assigned territory.

You will build and retain relationships with participants and institutional clients, provide retirement counseling and conduct seminars to promote defined contribution plans, while mentoring a team of Retirement Specialists and collaborating with Program Directors and field offices.