Sr. Retirement Specialist (Private/Corporate Sector)

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.
• Led 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.

Requirements

• FINRA Series 6, 63, 65 (or 7 & 66) and life insurance licenses.
• Bilingual (Spanish) capabilities is strongly preferred.

Qualifications

• Undergraduate studies in related field, insurance, business, marketing, preferred.
• Three years of related experience in financial, sales or educational services functions.

Skills

• Expertise in the public sector business.
• Use knowledge of 457 plans and additional financial products/services to expand plan relationships.
• 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.
• Demonstrated ability to effectively manage a territory of clients.

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.

Pay

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

Schedule

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.