Senior Retirement Advisor: Seminars & Strategy (Hybrid)

Nationwide Mutual Insurance Company; Washington (District of Columbia); Hybride; USD 68 000 - 127 000; Plein temps

Avantages offerts par ce poste

Medical/dental/vision insurance

Life insurance

Disability coverage

PTO and holidays

401(k) with company match

Pension plan

Business casual attire

Résumé du poste

Nationwide Mutual Insurance Company in Washington, DC area is seeking a Senior Retirement Specialist to drive sales, educate participants, and provide service for retirement plans. You will manage relationships with plan participants, identify prospects, and expand client coverage within defined contribution plans.

The role requires FINRA licenses (6/63/65 or 7/66) and Life & Health licenses, with a hybrid work schedule and travel within the territory.

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.

Responsabilités

• Schedules and conducts seminars for participants within an assigned territory.
• Supports Program Director in territory planning, execution strategies and team building/development activities.
• Provides counseling on defined contribution retirement savings plans to drive sales growth.
• Develops relationships with key entity contacts to expand plan products and services.
• Leads a team of Retirement Specialists and serves as contact for inquiries.
• Leads projects related to marketing, customer service, enrollment and processes.
• Works with home office teams to resolve issues and implement improvements.
• May perform other responsibilities as assigned.

Connaissances

Presentation skills

Relationship building

Leadership

Problem solving

Retirement plans knowledge

Formation

Undergraduate studies in related field

Description du poste

Nationwide Mutual Insurance Company in Washington, DC area is seeking a Senior Retirement Specialist to drive sales, educate participants, and provide service for retirement plans. You will manage relationships with plan participants, identify prospects, and expand client coverage within defined contribution plans.

The role requires FINRA licenses (6/63/65 or 7/66) and Life & Health licenses, with a hybrid work schedule and travel within the territory.