Senior Retirement Plan Advisor

Nationwide Mutual Insurance Company; Norfolk (VA); Hybrid; USD 68,000 - 127,000; Full time

Benefits offered by this job

Company provided vehicle

Job summary

Nationwide Mutual Insurance Company is seeking a Senior Retirement Specialist to drive sales, provide education and deliver service for plan participants. You will manage relationships with participants and conduct retirement planning interactions, acquiring new small cases.

The role requires FINRA Series 6, 63/65 or Series 7 & Series 6, Life & Health licenses, and willingness to travel with a provided company vehicle. Expect a hybrid work setup and ongoing education to support program goals.

Qualifications

• Three years of related experience in financial, sales or educational services.
• Strong presentation and relationship-building skills to engage participants.
• Knowledge of defined contribution retirement savings plans.

Responsibilities

• Schedules and conducts seminars for potential and existing participants within an assigned territory.
• Supports the Program Director in territory planning, execution strategies and team development activities.
• Provides counseling on features and benefits of defined contribution retirement savings plans to drive sales growth.
• Develops relationships with key contacts at the department head level to expand plan services.
• Leads and mentors Retirement Specialists; trains on new presentations and policy changes.
• Leads special projects related to marketing, enrollment and admin processes of the deferred compensation program.
• Collaborates with home office teams to resolve customer issues and improve processes.

Skills

Presentation skills

Communication skills

Relationship building

Leadership

Problem solving

Education

Bachelor's degree or related field

Job description

Nationwide Mutual Insurance Company is seeking a Senior Retirement Specialist to drive sales, provide education and deliver service for plan participants. You will manage relationships with participants and conduct retirement planning interactions, acquiring new small cases.

The role requires FINRA Series 6, 63/65 or Series 7 & Series 6, Life & Health licenses, and willingness to travel with a provided company vehicle. Expect a hybrid work setup and ongoing education to support program goals.