Sr Retirement Specialist - AZ

Nationwide Mutual Insurance Company

Arizona

Hybrid

USD 68,000 - 127,000

Full time

4 days ago

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Benefits offered by this job

Medical/dental/vision

Life insurance

Disability coverage

Paid time off

Job summary

Nationwide Mutual Insurance Company is seeking a Senior Retirement Specialist to drive sales, educate participants, and deliver exemplary service for retirement plans. You will develop and retain relationships with plan participants and manage education interactions across the territory.

The role requires strong presentation skills, knowledge of 457 plans, and licenses; travel within the territory is expected and opportunities to work from home may arise.

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 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.

Responsibilities

Schedules and conducts seminars for potential and existing participants in territory.
Supports Program Director in territory planning and team development.
Counsels participants on features and benefits of defined contribution retirement plans to drive sales.
Develops relationships with key contacts to expand plan products and services.
Leads special projects related to marketing, enrollment and service processes.
Works with home office teams to resolve issues and improve field actions.

Skills

Presentation skills

Communication

Leadership skills

Problem-solving

Defined contribution plans knowledge

FINRA licensing 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 greater Maricopa County. 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 and State Life & Health license required. #LI-YA1 This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program.

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.

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.

Benefits

medical/dental/vision
life insurance
short and long term disability coverage
paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date
nine paid holidays
8 hours of Lifetime paid time off
8 hours of Unity Day paid time off
401(k) with company match
company-paid pension plan
business casual attire
and more

NOTE TO EMPLOYMENT AGENCIES:

We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means. Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule. The national salary range for Senior Retirement Specialist : $68,000.00-$127,000.00 The expected starting salary range for Senior Retirement Specialist : $68,000.00 - $102,000.00 At Nationwide, we find purpose in protecting people, businesses and futures with extraordinary care – and we’ve been doing that since 1926. Our financial strength and caring culture extend beyond our associates into the communities we serve. You really can feel the difference at Nationwide, which is why we continue to be named one of the Fortune 100 Best Companies To Work For. Check out why others think we're a great place to work, too, and let us know – can you see yourself at Nationwide?

Senior Retirement Specialist salary ranges

National salary range for Senior Retirement Specialist : $68,000.00-$127,000.00
Expected starting salary range for Senior Retirement Specialist : $68,000.00 - $102,000.00

Equal Opportunity and Diversity Statements

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged.

Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged.