Senior Retirement Advisor - Territory Leader & Seminar Expert

Nationwide; Oregon; Hybrid; USD 68.000 - 127.000; Vollzeit

Benefits dieser Stelle

Medical/dental/vision insurance

Life insurance

Short/long-term disability

Paid time off 18 days per year

Nine paid holidays

401(k) with company match

Company pension plan

Business casual attire

Zusammenfassung

Nationwide is seeking a Retirement Specialist to deliver seminars, advise on defined contribution plans, and expand relationships across a territory. Travel within the assigned region is required, with potential work-from-home options.

Strong leadership and client-facing skills are essential, alongside FINRA/Life & Health licenses. Ideal candidates have 3+ years in financial or educational services and a background in retirement plan products.

Qualifikationen

• Three years of related experience in financial, sales or educational services functions.
• FINRA Series 6 license and life and health licenses required; Series 63 and 65 may be necessary.
• Undergraduate studies in related field preferred.

Aufgaben

• Schedules and conducts seminars for potential and existing participants in the territory.
• Supports Program Director in territory planning and team development.
• Provides counseling on defined contribution retirement plans to drive sales growth.
• Develops relationships with key entity contacts at department head level to expand offerings.
• Trains on new presentations, product information and policy changes.
• Acts as team lead for Retirement Specialists and serves as a point of contact.
• Leads special projects related to marketing, customer service and enrollment.
• Collaborates with home office teams to resolve issues and improve processes.

Kenntnisse

Presentation skills

Communication

Relationship building

Leadership

Problem solving

Retirement planning knowledge

Ausbildung

Undergraduate studies in related field

FINRA Series 6 license

Life & Health licenses

Series 7 license

Series 63 license

Series 65 license

Tools

Driver's license

Jobbeschreibung

Nationwide is seeking a Retirement Specialist to deliver seminars, advise on defined contribution plans, and expand relationships across a territory. Travel within the assigned region is required, with potential work-from-home options.

Strong leadership and client-facing skills are essential, alongside FINRA/Life & Health licenses. Ideal candidates have 3+ years in financial or educational services and a background in retirement plan products.