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Nationwide · 1 day ago

Senior Retirement Specialist

Moorhead, MN

Full-time

Hybrid

Mid, Senior Level

$60K/yr - $112K/yr

3+ years exp

Nationwide is a company dedicated to helping individuals and businesses prepare for and protect their retirement. As a Senior Retirement Specialist, you will drive sales growth by providing retirement planning and education while managing relationships with plan participants and acquiring new clients.

BankingFinancial ServicesInsuranceLife Insurance

Hiring Manager

Yusef Abdul-Zahir, MBA, PHR

Responsibilities

Develops positive relationships with key public sector employer entity contacts within assigned territory

Schedules and conducts one-on-one and group seminars for potential and existing participants within an assigned territory

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 drive sales growth

Qualification

FINRA Series 6 licenseState LifeHealth licenseDefined contribution plansFinancial counselingPresentation skillsRelationship-buildingLeadership skillsProblem-solving skills

Required

FINRA Series 6, 63, 65 or 7, 66 licenses required for this role as well as State Life and Health license

Strong presentation and communication skills for effective seminar delivery

Excellent relationship-building abilities to foster connections with clients and stakeholders

Leadership skills to guide and support a team of specialists

Problem-solving skills to address customer inquiries and improve processes

Knowledge of defined contribution retirement savings plans and financial counseling

Three years of related experience in financial, sales or educational services functions

Must have a deep understanding of the public sector business to apply knowledge of 457 plans, additional financial products and services to the business

Comprehension of annuity and investment products with the ability to effectively communicate product information

Excellent sales, communication and presentation skills required

Proven track record to maintain a territory of clients

Ability to work independently with little supervision

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

Preferred

Undergraduate studies in related field, insurance, business, marketing preferred

Understanding of the competitive landscape a plus

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