Senior Retirement Specialist — Regional Educator & Growth

Nationwide; St. Louis (MO); Hybrid; USD 68,000 - 127,000; Full time

Benefits offered by this job

Health benefits

Life insurance

Disability coverage

401(k) with company match

Pension plan

Job summary

Nationwide is seeking a Senior Retirement Specialist in the Jefferson City/Columbia, MO area to drive education, sales and service for plan participants under the County Employees' Retirement Fund 457/401a. You will develop and retain relationships with participants and key stakeholders, delivering retirement education and planning interactions.

You will lead, train and support a team of Retirement Specialists, handling presentations, inquiries, and collaborative efforts with Program Directors

Qualifications

• FINRA Series 6, 63, and 65 or Series 7 & 66; State Life & Health licenses required.
• Three years of related experience in financial, sales or educational services functions.
• Knowledge of defined contribution retirement plans and financial counseling.

Responsibilities

• Schedules and conducts one-on-one and group seminars for participants in the territory.
• Supports Program Director in territory planning and team development.
• Counsels participants on features and benefits of defined contribution retirement savings plans to drive sales growth.
• Develops relationships with key contacts, especially department heads, to expand products and services.
• Leads Retirement Specialists and serves as a point of contact for inquiries and process improvements.
• May work on marketing, enrollment, and administrative tasks related to the deferred compensation program.

Skills

Presentation skills

Communication skills

Relationship building

Leadership

Problem solving

DC plans knowledge

Education

Undergraduate studies

Job description

Nationwide is seeking a Senior Retirement Specialist in the Jefferson City/Columbia, MO area to drive education, sales and service for plan participants under the County Employees' Retirement Fund 457/401a. You will develop and retain relationships with participants and key stakeholders, delivering retirement education and planning interactions.

You will lead, train and support a team of Retirement Specialists, handling presentations, inquiries, and collaborative efforts with Program Directors