Senior Retirement Advisor - Hybrid, Education & Sales

Nationwide; Little Egg Harbor Township (NJ); Hybrid; USD 68,000 - 127,000; Full time

Benefits offered by this job

Medical/Dental/Vision

Life Insurance

Disability Insurance

401(k) with match

Pension Plan

Paid Time Off

Holidays

Job summary

Nationwide is seeking a Senior Retirement Specialist to drive sales and deliver education for plan participants. You will develop and retain participant relationships, conduct retirement planning interactions, and identify prospects for new small cases.

The role requires FINRA Series 6 license and life/health licenses; travel within the assigned territory is expected with hybrid in-office expectations. Prior experience in retirement plans and client service is preferred.

Qualifications

• Education: Undergraduate studies in related field, insurance, business, marketing, preferred.
• License/Certification/Designation: FINRA Series 6 license, and life and health licenses; series 63/65 may be necessary.
• Experience: Three years of related experience in financial, sales or educational services functions.
• Knowledge, Abilities and Skills: Public sector expertise; 457 plans; ability to explain annuity and investment products; strong sales and relationship management skills.

Responsibilities

• Schedules and conducts one-on-one and group seminars for participants within an assigned territory.
• Supports Program Director in territory planning, execution strategies and team development.
• Provides counseling on defined contribution retirement savings plans to drive sales growth.
• Develops relationships with key contacts at department head level to expand plan offerings.
• Trains on new presentations, product updates and policy changes; supports program director.
• Leads a team of Retirement Specialists and serves as a point of contact for inquiries.

Skills

Strong presentation

Communication

Relationship building

Leadership

Problem solving

Defined contribution plans knowledge

Education

Undergraduate studies in related field

Job description

Nationwide is seeking a Senior Retirement Specialist to drive sales and deliver education for plan participants. You will develop and retain participant relationships, conduct retirement planning interactions, and identify prospects for new small cases.

The role requires FINRA Series 6 license and life/health licenses; travel within the assigned territory is expected with hybrid in-office expectations. Prior experience in retirement plans and client service is preferred.