Sr Retirement Specialist

Nationwide; United States; Hybrid; USD 75,000 - 95,000; Full time

Job summary

Nationwide is seeking a Senior Retirement Specialist in the United States to drive sales, educate plan participants and deliver service for retirement plans. You will develop, manage and retain relationships, conduct seminars, identify prospects and acquire new small cases while collaborating with a Program Director and regional teams.

Strong communication and leadership skills are essential, along with a solid understanding of defined contribution plans and financial counseling.

Qualifications

• Strong presentation and communication skills for effective seminar delivery.
• Excellent relationship-building abilities to foster connections with clients and stakeholders.
• Leadership skills to guide a team of specialists.
• Problem-solving skills to address customer inquiries and improve processes.
• Knowledge of defined contribution retirement savings plans and financial counseling.

Responsibilities

• Schedules and conducts seminars for potential and existing participants within an assigned territory.
• Assists Program Director in territory planning, execution strategies and team building/development activities.
• Serves as a financial resource to existing and potential participants by providing counseling and guidance on the features and benefits of defined contribution retirement savings plans which will drive sales growth.
• Develops relationships with key entity contacts especially at the department head level in order to expand products and services within the plan.
• Helps and supports Program Director, including training on new presentations, product information and policy or process changes, etc.
• Acts as a team lead for a group of Retirement Specialists and functions as a point of contact for inquiries and help troubleshoot problems.
• Leads special projects that may relate to marketing, customer service, enrollment and other administrative processes of the deferred compensation program.
• Works with dedicated or regional home office teams to solve customer issues or implement actions to improve processes for the field.
• May perform other responsibilities as assigned.

Skills

Strong presentation skills

Relationship building

Leadership

Problem solving

Defined contribution plans knowledge

Education

Undergraduate studies in related field

Job description

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, "on your side" goes beyond just words. Our customers and partners are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care.

This position will support the Orlando and east counties.

Financial advisor experience preferred.

The ideal candidate will have the following:

• Strong presentation and communication skills for effective seminar delivery.
• Excellent relationship-building abilities to foster connections with clients and stakeholders.
• Leadership skills to guide and support a team of specialists.
• Problem-solving skills to address customer inquiries and improve processes.
• Knowledge of defined contribution retirement savings plans and financial counseling.

Required Licensure:

• FINRA Series 6, 63, and 65 or Series 7 & Series 66
• Life & Health license required.

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Job Description Summary

At the heart of our work with retirement plans for high-profile organizations is the desire to help individuals retire successfully. Multiple decision-makers are engaged in plan selection, enhancements and retention, requiring teamwork, strategic thinking and superior relationship management on various levels. If you can collaborate, connect and communicate to build, grow and retain important and productive business relationships, we want to know more about you!

As a Senior Retirement Specialist, you'll drive sales, provide education and deliver service for plan participants. You will develop, manage and retain relationships with participants and have regular retirement education and planning interactions with them. You will identify prospects and acquire new small cases.

Job Description

Key Responsibilities:

• Schedules and conducts one-on-one and group seminars for potential and existing participants within an assigned territory.
• Assists/supports the Program Director in territory planning, execution strategies and team building/development activities.
• Serves as a financial resource to existing and potential participants by providing counseling and guidance on the features and benefits of defined contribution retirement savings plans which will drive sales growth.
• Responsible for developing relationships with key entity contacts especially at the department head level in order to expand products and services within the plan.
• Helps and supports Program Director, including training on new presentations, product information and policy or process changes, etc.
• Acts as a team lead for a group of Retirement Specialists and functions as a point of contact for inquiries and help troubleshoot problems.
• Leads special projects that may relate to marketing, customer service, enrollment and other administrative processes of the deferred compensation program.
• Works with dedicated or regional home office teams to solve customer issues or implement actions to improve processes for the field.
• May perform other responsibilities as assigned.

Reporting Relationships: Reports to Retirement Services Program Director; no direct reports.

Typical Skills and Experiences:

• Education: Undergraduate studies in related field, insurance, business, marketing, preferred.
• License/Certification/Designation: FINRA Series 6 license, and life and health licenses required; series 63 and 65 may be necessary.
• Experience: Three years of related experience in financial, sales or educational services functions.
• Knowledge, Abilities and Skills: Must have expertise in the public sector business, and use knowledge of 457 plans and additional financial products/services to expand plan relationships. Ability to effectively navigate political and economic landscapes to achieve business results. Comprehension knowledge of annuity and investment products with the ability to effectively communicate product information. Strong understanding of the competitive landscape. Proven knowledge of Nationwide Retirement Plans necessary to fully support Program Director in administrative and sales responsibilities. Excellent sales, communication and presentation skills required. Demonstrated ability to effectively manage a territory of clients.

Other criteria, including leadership skills, competencies and experiences may take precedence.

Staffing exceptions to the above must be approved by the hiring manager's leader and Human Resources Business Partner.

Values:

Regularly and consistently demonstrates the Nationwide Values.

Job Conditions:

• Overtime Eligibility: Exempt (Not eligible)
• Working Conditions: Travel within assigned territory required. May be required to work from home. Must have a valid driver's license with satisfactory driving record in accordance with Nationwide standards.

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