Sr Retirement Specialist
Nationwide · Gainesville, FL · 1 mo ago
Sales$68k–$127k/yrFull-time
We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. No Job ID etc. Remove boilerplate.
We need to parse the posting.
Key content:
- Intro: "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."
That's about the role. Could be "About the role".
- 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.
That's skills/qualifications.
- Required Licensure FINRA Series 6, 63, and 65 or Series 7 & Series 66 Life & Health license required.
- 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.
That's responsibilities.
- Job Description Key Responsibilities: list bullet points.
Let's extract bullet points:
- 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. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.
- Benefits: We have an array of benefits to fit your needs, including: 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. To learn more about the benefits we offer, click here.
- Compensation: 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
- Also note about part-time etc but we can ignore.
We need sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We need to decide what goes where.
- About the role: intro paragraph about company, mission, location, financial advisor experience preferred.
- Responsibilities: list of key responsibilities (the bullet list). Also maybe the summary paragraph about driving sales etc.
- Requirements: licensure (FINRA Series 6,63,65 or Series 7 & 66 Life & Health license), education (undergrad preferred), experience (3 years), driver's license, etc.
- Qualifications: maybe education, experience, knowledge of public sector, 457 plans, etc.
- Skills: presentation, communication, relationship-building, leadership, problem-solving, sales, etc.
- Benefits: list benefits.
- Pay: salary ranges.
- Schedule: maybe travel required, work from home possible, overtime exempt. Could be schedule info: Travel within assigned territory required; may be required to work from home. Overtime eligibility: Exempt (Not eligible). That's schedule-ish.
We must not include sections with placeholder text like "commensurate with experience". We have actual content.
We must not repeat job title as heading.
We must not include boilerplate like EEO, equal opportunity, scam warning, note to employment agencies, etc. Remove those.
We must preserve all substantive information; do not invent or summarize away detail. So we need to keep details like specific benefit items, salary numbers, etc.
We need to output only HTML fragment, no /, no markdown fences.
We'll produce something like:
.
Requirements: licensure, education, experience, driver's license, maybe travel? Travel is more schedule.
Let's list:
- FINRA Series 6, 63, and 65 or Series 7 & Series 66 Life & Health license required.
- Undergraduate studies in related field, insurance, business, marketing preferred.
- Three years of related experience in financial, sales or educational services functions.
- Must have a valid driver’s license with satisfactory driving record in accordance with Nationwide standards.
Also maybe "Life & Health license required" already.
Qualifications: maybe expertise in public sector business, knowledge of 457 plans, annuity and investment products, competitive landscape, Nationwide Retirement Plans, ability to navigate political/economic landscapes, etc.
Let's extract:
- 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.
But some of these overlap with skills. We'll separate.
Skills: presentation and communication skills for effective seminar delivery, relationship-building abilities, leadership skills, problem-solving skills, knowledge of defined contribution retirement savings plans and financial counseling, etc.
But we already have many skill-like items in qualifications. To avoid duplication, we can allocate:
Skills: presentation, communication, relationship-building, leadership, problem-solving, knowledge of defined contribution retirement savings plans and financial counseling.
Qualifications: education, experience, licensure, public sector expertise, 457 plans, annuity/investment knowledge, competitive landscape, Nationwide Retirement Plans expertise, sales/communication/presentation skills (maybe duplicate), ability to manage territory, values.
But we need to avoid duplication; but it's okay if some overlap as long as we preserve all info. However we should not invent or summarize away detail; duplication is okay but we should try to keep each piece once.
Let's think: The posting includes sections: "The ideal candidate will have the following:" which lists skills. Then "Required Licensure". Then "Job Description Summary". Then "Job Description Key Responsibilities". Then "Typical Skills And Experiences" which includes Education, License/Certification/Designation, Experience, Knowledge, Abilities and Skills, Other criteria, Values.
Thus we can map:
- About the role: intro.
- Responsibilities: Job Description Summary + Key Responsibilities.
- Requirements: Required Licensure + Education + Experience + Driver's license (from Job Conditions).
- Qualifications: Knowledge, Abilities and Skills (expertise in public sector, 457 plans, annuity/investment, competitive landscape, Nationwide Retirement Plans knowledge) + Other criteria (leadership, competencies, experiences may take precedence, staffing exceptions, Values).
- Skills: The ideal candidate will have the following (presentation/communication, relationship-building, leadership, problem-solving, knowledge of defined contribution retirement savings plans and financial counseling). Also maybe "Excellent sales, communication and presentation skills required." from Typical Skills.
But we have overlapping. To keep it simple, we can create sections:
About the role
Responsibilities
Requirements
About the role
...
Responsibilities
- ... ...