Nationwide Financial · 5 hours ago

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

Texas, United States

Full-time

Remote

Mid, Senior Level

3+ years exp

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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.

Qualification

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Series 6 licenseSeries 7 licenseSeries 63 licenseSeries 65 licenseSeries 66 licenseFinancial products knowledge457 plans knowledgeSales experienceRelationship managementTerritory management

Required

Living within the assigned territory is a requirement.

This role will require the Series 6/7, 63 & 65/66 licenses.

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 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.

Travel within assigned territory required.

Must have a valid driver’s license with satisfactory driving record in accordance with Nationwide standards.