Program Director - Retirement Solutions

Nationwide • New York, MA

11h • $112,000 - $198,000 • Hybrid

About The Position

This Program Director will lead a team of Retirement Specialists covering the Northeast territory predominately in the states of New Jersey, Massachusetts, and Pennsylvania (minus Philadelphia) for our Government/Public sector team. Living in the territory is strongly preferred. 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, critical 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 a Program Director, you'll be responsible for retaining plans, expanding Nationwide product and services within plans and acquiring new cases. You will implement marketing plans to reach participants of entities and proactively drive strategic relationships with plan sponsors. You'll lead team of Retirement Specialists and be accountable for the sales results within your territory.

Requirements

• Undergraduate degree in related field preferred.
• FINRA Series 6 and Series 26 licenses required and L/H/VA, Series 63 and 65 may be required.
• Five years of sales experience, preferably in financial industry.
• Knowledge of pension services and internal corporate capabilities.
• Ability to work independently and prioritize workload.
• Proven understanding of technology to conduct procedural training.
• Demonstrated proficiency in the following competencies: communications, managing vision and purpose, and strategic agility.
• Must have a valid driver’s license with satisfactory driving record in accordance with Nationwide standards.

Nice To Haves

• Financial services designations also preferred, e.g., CFP, ChFC, CRC, CRA.
• Preferred knowledge of Section 457/401/PEHP plans.
• Knowledge of public sector plans and procurement processes also preferred.

Responsibilities

• Leverages a strategic account management approach to manage, expand and retain relationships with assigned cases including introduction and sale of value-added products/services.
• Identifies new prospective cases and leverages a consultative sales process to acquire new cases within territory.
• Leads sales performance and drives continuous improvement across a remote team through coaching and constructive feedback to improve consultative sales and strategic account management skills across the team to influence retention and growth objectives.
• Monitors territory and team progress towards meeting monthly, quarterly and annual goals and works with team to continually look for opportunities to increase production results based on client needs and opportunity. Develops succession plans for territory and serves in territory during periods of turnover and expansion.
• Implements proactive relationship management strategies for entities in territory, including assessing opportunities to enhance retention and growth of the plan including: preparation and presentation of annual plan review with detailed reports on overall program, new ideas to advance plan goals, investment option analysis, demographics, etc. for all plans.
• Identifies, understands and effectively leads relationships within territory.
• Develops and implements annual marketing plan for assigned territory balancing client needs and nationwide objectives.
• Attends all relevant client board meetings, functions, conferences and networking opportunities to effectively manage relationships with key partners.
• Partners with corporate team to improve communication, responsiveness and overall experience and teamwork on behalf of customer.
• Identifies decision makers and interacts effectively at all levels of management within case.
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: Associate degree