Senior Retirement Advisor & Team Lead

Nationwide; Baltimore (MD); Hybrid; USD 68,000 - 127,000; Full time

Benefits offered by this job

Medical/Dental/Vision

401(k) with company match

Pension plan

Job summary

Nationwide in the United States is seeking a Senior Retirement Specialist to support retirement plans for high-profile organizations. You will lead seminars, counsel participants, and build strategic relationships with plan stakeholders across the territory.

The role requires FINRA licenses, life/health certifications, and 3+ years of related experience. A hybrid schedule with some in-office work in the Baltimore area is expected.

Qualifications

• Three years of related experience in financial, sales or educational services.
• FINRA Series 6, 63, and 65 or Series 7 & Series 66; Life & Health license required.

Responsibilities

• Schedules and conducts seminars for participants within an assigned territory.
• Supports Program Director in territory planning and team development.
• Provides counseling on defined contribution retirement savings plans to drive sales growth.
• Develops relationships with key contacts to expand plan services.
• Leads special projects related to marketing, enrollment and other administrative processes.

Skills

Presentation skills

Relationship-building

Leadership

Problem-solving

Knowledge of defined contribution/ret.

Education

Undergraduate studies in related field

Job description

Nationwide in the United States is seeking a Senior Retirement Specialist to support retirement plans for high-profile organizations. You will lead seminars, counsel participants, and build strategic relationships with plan stakeholders across the territory.

The role requires FINRA licenses, life/health certifications, and 3+ years of related experience. A hybrid schedule with some in-office work in the Baltimore area is expected.