193 applicants
Nationwide ยท 2 days ago
Internal Retirement Specialist
NC
Full-time
Remote
Mid Level
$48K/yr - $72K/yr
2+ years exp
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Insider Connection @Nationwide
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.
May perform other responsibilities as assigned.
Qualification
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Required
Possession of FINRA Series 6, 63, and 65 licenses; Series 7 and 66 are also acceptable
State Life & Health Licenses
Undergraduate studies in business, finance, communications, marketing, or related field
Minimum of two years of experience in a relationship/sales driven position
Experience in a sales call center environment preferred
Financial services background
In-depth knowledge of insurance and financial products
Drive for results
Ability for relationship building
Positive outlook
Proven consultative selling/advising skills
Ability to follow processes
Strong time management/organization skills
Receptive to coaching
Customer focused
Ability to balance multiple priorities
Excellent communication skills
Preferred
Knowledge of defined contribution plans
Benefits
Medical/dental/vision
Life insurance
Short and long term disability coverage
Paid time off
Nine paid holidays
401(k) with company match
Company-paid pension plan
Business casual attire
Company
Nationwide
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.
10,001+ employees
Funding
Current Stage
Late StageLeadership Team
Jim Fowler
Chief Technology Officer
Ramon Jones
Executive Vice President and Chief Marketing Officer
Company data provided by crunchbase
