Senior Retirement Specialist & Territory Leader

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

Benefits dieser Stelle

Medical/dental/vision

401(k) with company match

Pension plan

Paid time off

Zusammenfassung

Nationwide Financial is seeking a senior retirement professional to deliver seminars, support planning, and counsel participants on 457/401a plan features. This role emphasizes strong relationship management and sales growth within a defined territory.

The ideal candidate has a background in retirement plans, licensure in FINRA and life/health products, and proven leadership in a sales or educational services team. Some travel and remote work may be required.

Qualifikationen

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

Aufgaben

• Schedule and conduct seminars for participants within an assigned territory.
• Support the Program Director with territory planning and team development.
• Provide counseling on defined contribution retirement savings plans to drive sales growth.
• Develop relationships with key contacts to expand plan products and services.
• Lead a team of Retirement Specialists and assist with training on new materials.
• Lead special projects related to marketing, customer service, enrollment and admin processes.

Kenntnisse

Presentation skills

Communication

Leadership

Relationship building

Problem solving

Retirement plans

Ausbildung

Undergraduate studies

Tools

FINRA Series 6

Life & Health license

Series 63/65

Jobbeschreibung

Nationwide Financial is seeking a senior retirement professional to deliver seminars, support planning, and counsel participants on 457/401a plan features. This role emphasizes strong relationship management and sales growth within a defined territory.

The ideal candidate has a background in retirement plans, licensure in FINRA and life/health products, and proven leadership in a sales or educational services team. Some travel and remote work may be required.