Senior Retirement Advisor: Education, Strategy & Growth

Nationwide Mutual Insurance Company; Town of Florida (NY); Hybrid; USD 68,000 - 127,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Paid time off

holidays

Job summary

Nationwide Mutual Insurance Company is seeking a Senior Retirement Specialist to drive sales, education and service for plan participants. You will develop, manage and retain relationships with participants, providing regular retirement education and planning interactions and identifying prospects for new small cases.

You will work with Program Director and regional teams, lead seminars, and expand Nationwide retirement plans across the territory.

Qualifications

• Education: Undergraduate studies in related field, insurance, business, marketing, preferred.
• Licensure: FINRA Series 6, 63, and 65 or Series 7 & Series 66 Life & Health licenses required.
• Three years of related experience in financial, sales or educational services functions.
• Knowledge of 457 plans and additional financial products/services to expand plan relationships.
• Ability to navigate political and economic landscapes to achieve business results.
• Understanding of annuity and investment products and ability to communicate them clearly.

Responsibilities

• Schedules and conducts seminars for potential and existing participants within an assigned territory.
• Assist Program Director in territory planning, execution strategies and team development.
• Provide counseling on defined contribution plans to drive sales growth.
• Develop relationships with key contacts to expand products and services within the plan.
• Lead a team of Retirement Specialists and support inquiries and problem solving.

Skills

Presentation skills

Communication skills

Relationship building

Leadership

Problem solving

Defined contribution plans knowledge

Licensure: FINRA 6/63/65 or 7/66

Customer education

Territory management

Education

Undergraduate studies in related field/insurance/business/marketing

Job description

Nationwide Mutual Insurance Company is seeking a Senior Retirement Specialist to drive sales, education and service for plan participants. You will develop, manage and retain relationships with participants, providing regular retirement education and planning interactions and identifying prospects for new small cases.

You will work with Program Director and regional teams, lead seminars, and expand Nationwide retirement plans across the territory.