Sr. Retirement Specialist (Corporate/Private Sector Retirement Plans)

Ohiox; Ohio; Hybrid; USD 61,000 - 127,000; Full time

Job summary

A leading company in financial services seeks a Senior Retirement Specialist to drive sales and enhance retirement planning for corporate clients across multiple states. The ideal candidate will have strong communication and territory management skills, as well as necessary financial licenses. Remote work options are available, along with comprehensive benefits including health insurance and retirement plans.

Benefits

Medical, dental, and vision insurance

401(k) with match

Paid time off and holidays

Pension plan

Qualifications

• Minimum of three years in financial, sales, or educational services.
• FINRA Series 6, life and health licenses required.
• Series 63 and 65 may be necessary.

Responsibilities

• Drive sales and provide education to plan participants.
• Schedule and conduct seminars for potential and existing participants.
• Support territory planning and strategy execution.

Skills

Territory management

Communication

Presentation

Knowledge of 457 plans

Education

Undergraduate degree in related fields

Job description

Are you passionate about delivering extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, Nationwide Financial might be the right place for you! Our core value of "on your side" emphasizes customer-centric service, and we seek associates dedicated to this mission.

This position will serve our Corporate/Private Sector clients across Ohio, Kentucky, Tennessee, Michigan, Western PA, and Upstate NY. Living within the territory is required.

Required licenses include Series 6/7, 63, and 65/66.

This role is classified as F.SD85.

#LI-COLE

Job Description Summary

We focus on retirement plans for high-profile organizations, aiming to facilitate successful retirements for individuals. The role involves engaging multiple decision-makers, requiring teamwork, strategic thinking, and relationship management. If you excel at collaboration, connection, and communication to build and retain business relationships, we want to hear from you!

As a Senior Retirement Specialist, your responsibilities include driving sales, providing education, and delivering service to plan participants. You will develop and maintain relationships, conduct educational sessions, and identify prospects for new small cases.

Key Responsibilities:

• Schedule and conduct seminars for potential and existing participants within your territory.
• Support the Program Director in territory planning, strategy execution, and team development.
• Serve as a financial resource, providing counseling on retirement plans to promote sales growth.
• Develop relationships with key contacts to expand product and service offerings.
• Assist in training on new presentations, products, and policy updates.
• Lead a team of Retirement Specialists and serve as a point of contact for inquiries.
• Lead special projects related to marketing, customer service, and administrative processes.
• Collaborate with regional teams to resolve customer issues and improve processes.

Other duties as assigned.

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

Qualifications:

Education: Undergraduate degree in related fields preferred.

Licenses/Certifications: FINRA Series 6, life, and health licenses required; Series 63 and 65 may be necessary.

Experience: Minimum of three years in financial, sales, or educational services.

Skills: Knowledge of 457 plans, financial products, and the public sector; strong communication, presentation, and territory management skills; ability to navigate political and economic landscapes effectively.

Leadership qualities and other competencies may be prioritized.

Additional Information:

Must have a valid driver’s license and be willing to travel within the territory. Work may include remote options.

Benefits include: Medical, dental, vision, life insurance, disability coverage, paid time off, holidays, 401(k) with match, pension plan, and more. Learn more here.

We are an equal opportunity employer committed to diversity and inclusion. Discrimination and harassment are not tolerated.

Note to Agencies: We do not accept unsolicited resumes without a signed agreement. Compensation is based on geographic and candidate-specific factors. The national salary range is $61,000–$127,000, with an expected starting range of $68,000–$102,000.