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Nationwide · 4 days ago

Consultant, Technical Financial Services (Retirement Plans Document & Design)

Columbus, OH

Full-time

Onsite

Mid, Senior Level

$87K/yr - $162K/yr

6+ years exp

Nationwide is dedicated to delivering extraordinary care to help individuals and businesses prepare for their financial futures. The Consultant, Technical Financial Services will provide expertise on retirement plans, assisting wholesalers and advisors with plan design and documentation, and ensuring compliance with ERISA regulations.

BankingFinancial ServicesInsuranceLife Insurance

No H1B

Responsibilities

Consults with wholesalers, advisors and plan sponsors on complex retirement plan design options for target customers and existing plans

Assists New Business organization by helping advisors and plan sponsors understand Nationwide's closing paperwork and retirement plan documentation. Responds to questions that arise during the process of signing this documentation

Participates in finalist sales presentations when requested providing deep knowledge of Nationwide platform, bundled offering and its capabilities and policies and ERISA retirement plan provisions. Persuasively tell the bundled value proposition to assist in closing the sale

Educates plan sponsors and financial professionals on meaning and purpose of Nationwide closing documents and plan sponsor plan documentation. Responds to inquiries regarding sections and variables within the documents to facilitate the signature process. Explains impact of making changes to documents and paperwork from a regulatory, service, and pricing perspective

Responds to inquiries from wholesalers and financial professionals on ERISA provisions related to qualified retirement plans (IRC Section 401), 403(b), 457, Defined Benefit and Cash Balance plans. Understands, explains and responds to inquiries on Fiduciary responsibilities relevant to retirement plans

Assists financial professionals and plan sponsors in identifying and accessing necessary existing plan documentation needed by Nationwide on takeover plans

May Performs Other Responsibilities As Assigned

Qualification

FINRA Series 6ERISA ExperienceRetirement Plans KnowledgeCommunication SkillsTeamwork

Required

FINRA Series 6 required for role and must be obtained within 120 days from hire

ERISA Experience Required

Minimum of six years of experience in retirement plans

Strong understanding of Nationwide's pricing models and advisor compensation structures to respond to questions and build solution sets for advisors and wholesalers

Excellent written and verbal communication skills

Ability to explain sophisticated regulatory concepts in easily understood terms both written and verbal

Ability to use this skill to help close business as part of sales presentations

Preferred

FINRA Series 6 in-hand at time of hire is strongly preferred

Undergraduate studies in business, marketing, economics, finance or related field 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