Senior Retirement Plans Advisor

NBMBAA; Jefferson City (MO); Hybrid; USD 68,000 - 127,000; Full time

Benefits offered by this job

401(k) with company match

Pension plan

Paid time off

Nine paid holidays

Life insurance

Disability coverage

Job summary

Nationwide is seeking a Senior Retirement Specialist in the United States, primarily serving the Jefferson City/Columbia, MO area. The role emphasizes seminars, client education, and sales growth within defined contribution retirement plans.

Ideal candidates have FINRA licenses (6, and life/health with potential 63/65), strong communication, and leadership abilities to guide a team of specialists. Travel within territory is required.

Qualifications

• 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.
• Strong knowledge of Nationwide Retirement Plans and ability to educate plan participants.

Responsibilities

• Schedules and conducts one-on-one and group seminars in an assigned territory.
• Supports the Program Director in territory planning, execution strategies and team development activities.
• Provides counseling and guidance on defined contribution retirement savings plans to drive sales growth.
• Develops relationships with key entity contacts at department head level to expand products and services within the plan.
• Trains Program Director and team on new presentations, product information and policy or process changes.
• Acts as a team lead for Retirement Specialists and handles inquiries and troubleshooting.
• Leads special projects related to marketing, customer service, enrollment and admin processes of the deferred compensation program.
• Works with home office teams to resolve customer issues or implement actions to improve processes.

Skills

Presentation skills

Relationship building

Leadership

Problem solving

Retirement plans knowledge

Education

Undergraduate studies

Job description

Nationwide is seeking a Senior Retirement Specialist in the United States, primarily serving the Jefferson City/Columbia, MO area. The role emphasizes seminars, client education, and sales growth within defined contribution retirement plans.

Ideal candidates have FINRA licenses (6, and life/health with potential 63/65), strong communication, and leadership abilities to guide a team of specialists. Travel within territory is required.