Internal Retirement Specialist

Nationwide

1d•$52,000 - $97,000•Remote

About The Position

At the heart of our work with retirement plans for high-profile organizations is the desire to help individuals retire successfully. Multiple decision-makers are engaged in plan selection, enhancements and retention, requiring teamwork, strategic thinking and superior relationship management on various levels. If you can collaborate, connect and communicate to build, grow and retain important and productive business relationships, we want to know more about you! As an Internal Retirement Specialist, you'll provide retirement plan expertise to participants. You'll act as a consultant to provide specific education and advice based on the individual participants unique needs.

Requirements

Undergraduate studies business, finance, communications, marketing or related field preferred.
FINRA Series 6, 63 and 65 licenses, Life and Health license are required. Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails to acquire required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position.
Minimum of two years of experience in a relationship/sales driven position.
In-depth knowledge of insurance and financial products.
Knowledge of defined contribution plans preferred.
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.

Nice To Haves

We welcome candidates who are bilingual in Spanish and English, as these skills are preferred and highly valued for this role.
Experience in a sales call center environment preferred, as well as financial services background.

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.

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