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Nationwide Financial · 2 days ago

Sr. Retirement Specialist (Public Sector Retirement Plans)

San Antonio, Texas Metropolitan Area

Full-time

Hybrid

Mid, Senior Level

3+ years exp

Nationwide Financial is dedicated to helping individuals and businesses prepare for and protect their retirement. The Senior Retirement Specialist will drive sales, provide education, and deliver service for plan participants while managing relationships and identifying new prospects in the public sector.

CommunitiesFinancial ServicesInsurance

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

FINRA Series 6 licenseLifeHealth licensesPublic sector expertiseSales experienceRetirement planning knowledgeCommunication skillsPresentation skillsTeam leadership

Required

Undergraduate studies in related field, insurance, business, 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 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

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