Sr. Retirement Specialist (Public/Government Sector Retirement Plans)

Nationwide Mutual Insurance Company; Kentucky; Hybrid; USD 68,000 - 127,000; Full time

Benefits offered by this job

Medical/dental/vision

Life insurance

Short and long term disability

Paid time off (18 days/yr)

Nine paid holidays

401(k) with company match

Pension plan

Business casual attire

Job summary

Nationwide Mutual Insurance Company is seeking a Senior Retirement Specialist to drive sales, provide education, and deliver service for plan participants in the Southern Indiana territory, with requirement to live in Indiana or Kentucky. The role focuses on building Ret.

plan relationships, educating participants, and collaborating with Program Director to implement strategies. You will identify prospects, acquire small cases, lead a team of Retirement Specialists, and engage with key

Qualifications

• Undergraduate degree in related field, insurance, business or marketing.
• Three years of related experience in financial, sales or educational services.
• Strong knowledge of public sector retirement plans and 457 plans.

Responsibilities

• Schedules and conducts seminars for participants within an assigned territory.
• Assists Program Director with territory planning, execution strategies and team development.
• Provides counseling on defined contribution plans to drive sales growth.
• Develops relationships with key contacts at department head level to expand offerings.
• Trains on new presentations, product information and policy changes.
• Acts as team lead for Retirement Specialists and handles inquiries.
• Leads special projects related to marketing, enrollment, and administration.
• Works with home office teams to resolve issues and improve processes.
• Performs other responsibilities as assigned.

Skills

Sales

Relationship management

Presentation skills

Communication

Negotiation

Education

Undergraduate degree in related field

Tools

FINRA Series 6

Life and Health Licenses

Series 63/65 (may be required)

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 role will support our Government/Public sector clients located in the territory of Southern Indiana for our Retirement Solutions team. Living within the states of Indiana or Kentucky is required. This is an F.SD85 band role. #LI-COLE

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.

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.

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

Equal Opportunity & Diversity

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. 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.