Sr. Retirement Specialist - Retirement Solutions (Corporate/Private Sector)

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? 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.

About the role

This Senior Retirement Specialist role will serve our Corporate/Private Sector clients covering the territory of Southern California (South of Fresno), Arizona, New Mexico, and Hawaii. Experience with 401(k) plans and living in the Southern California area is preferred. Bilingual skills (Spanish) are strongly preferred.

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.

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.
• 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.

Reports to Retirement Services Program Director; no direct reports.

Requirements

• Undergraduate studies in a related field, insurance, business, or marketing preferred.
• FINRA Series 6 license, and life and health licenses required; Series 63 and 65 may be necessary.
• Three years of related experience in financial, sales, or educational services functions.
• Must have expertise in the private sector business and use knowledge of 401(k) plans and additional financial products/services to expand plan relationships.
• Ability to effectively navigate political and economic landscapes to achieve business results.
• Comprehensive 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.
• Valid driver’s license with a satisfactory driving record in accordance with Nationwide standards.

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.

Benefits

• Medical, dental, and vision insurance.
• 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.

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. Placement within the actual starting salary range will be determined by a number of factors including skills, education, training, credentials, and experience of the candidate; the scope, complexity, and location of the role; and the cost of labor in the market. If a Sales job, sales incentives based on performance goals are possible in addition to this range.

Schedule

Overtime Eligibility: Exempt (Not eligible).

Travel within assigned territory required. May be required to work from home.