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Nationwide · 11 hours ago

Internal Retirement Specialist

Brea, CA

Full-time

Onsite

Entry, Mid Level

$52K/yr - $97K/yr

2+ years exp

Nationwide is a company focused on delivering extraordinary care to help individuals and businesses prepare for and protect their retirement. The Internal Retirement Specialist will provide retirement plan expertise to participants, offering education and advice tailored to individual needs while building strategic relationships with field specialists.

BankingFinancial ServicesInsuranceLife Insurance

No H1B

Hiring Manager

Yusef Abdul-Zahir, MBA, PHR

Responsibilities

Receives inbound calls from participants and provides education and guidance regarding their retirement plan. Uses plan-specific and industry expertise to provide information specific to the participant's individual retirement plan

Initiates calls to targeted participants to discuss contribution levels and encourage appropriate increases in deferrals to support retirement goals

Completes account reviews as requested by participants to analyze individual risk assessment and advise on asset allocation options based on individual results. May offer additional services, e.g., ProAccount for those individuals who prefer automatic account management

Calculates retirement projections for participants as requested and provides counsel on results

Provides education to participants to understand individual retirement distributions, transfers or consolidation needs

Builds strategic relationships with field Retirement Specialists and Program Directors through advising and consulting, in support of business unit sales goals

Acts as a consultant providing retirement plan expertise, recommendations, and practice management advice to field Retirement Specialists and Program Directors within assigned territory(s)

Applies knowledge of industry trends, competitive intelligence, state legislation, market movements and investment changes/performance to advise and consult with the field Retirement Specialists and Program Directors

Qualification

FINRA Series 6 licenseFINRA Series 63 licenseFINRA Series 65 licenseLifeHealth licenseFinancial services experienceRelationship managementBilingual (Spanish/English)Consultative selling skillsTime management skillsCommunication skills

Required

FINRA Series 6, 63 and 65 licenses, Life and Health license are required for this position

Minimum of two years of experience in a relationship/sales driven position

In-depth knowledge of insurance and financial products

Must have a drive for results, ability for relationship building and positive outlook

Proven consultative selling/advising skills and ability to follow processes

Strong time management/organization skills, receptive to coaching and customer focused

Ability to balance multiple priorities with excellent communication skills

Preferred

Bilingual in Spanish and English

Undergraduate studies business, finance, communications, marketing or related field preferred

Experience in a sales call center environment preferred, as well as financial services background

Knowledge of defined contribution plans preferred

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

Company

Nationwide

Glassdoor3.9

Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States.

Founded in 1925

Columbus, Ohio, USA

10001+ employees