Program Director - Retirement Solutions

Nationwide • Georgetown, TX

15h • $112,000 - $168,000

About The Position

The Program Director leads a team of Retirement Specialists covering Texas for Nationwide Financial’s Government/Public sector team. The role is responsible for retaining retirement plans, expanding Nationwide products and services within plans, and acquiring new cases. The director implements marketing plans to reach plan participants, builds strategic relationships with plan sponsors, and is accountable for territory sales results. Living within the territory is strongly preferred. Travel within the assigned territory is required; the role may be performed from home.

Requirements

• Five years of sales experience, preferably in the financial industry.
• FINRA Series 6 and Series 26 licenses are required.
• Life/Health/Variable Annuity, Series 63, and Series 65 licenses may be required.
• Knowledge of pension services and internal corporate capabilities.
• Ability to work independently and prioritize workload.
• Proven understanding of technology used to conduct procedural training.
• Demonstrated proficiency in communications, managing vision and purpose, and strategic agility.
• Valid driver’s license and satisfactory driving record in accordance with Nationwide standards.
• Regularly and consistently demonstrate Nationwide Values.

Nice To Haves

• Undergraduate degree in a related field preferred.
• Financial services designations preferred, such as CFP, ChFC, CRC, or CRA.
• Knowledge of Section 457/401/PEHP plans preferred.
• Knowledge of public sector plans and procurement processes preferred.
• Living in the assigned Texas territory is strongly preferred.

Responsibilities

• Manage, expand, and retain relationships with assigned cases using a strategic account management approach, including introducing and selling value-added products and services.
• Identify prospective cases and use a consultative sales process to acquire new cases within the territory.
• Lead sales performance and continuous improvement across a remote team through coaching and constructive feedback.
• Monitor territory and team progress toward monthly, quarterly, and annual goals, and work with the team to identify opportunities to improve production based on client needs and opportunities.
• Develop succession plans for the territory and serve in the territory during periods of turnover and expansion.
• Implement proactive relationship management strategies, including assessing plan retention and growth opportunities and preparing and presenting annual plan reviews with reports, ideas to advance plan goals, investment option analysis, and demographics.
• Identify, understand, and effectively lead relationships within the territory.
• Develop and implement an annual marketing plan for the assigned territory that balances client needs and Nationwide objectives.
• Attend relevant client board meetings, functions, conferences, and networking opportunities to manage relationships with key partners.
• Partner with corporate teams to improve communication, responsiveness, customer experience, and teamwork.
• Identify decision-makers and interact effectively at all levels of management within each case.
• Perform other responsibilities as assigned.

Benefits

• Medical, dental, and vision coverage
• Life insurance
• Short- and long-term disability coverage
• Paid time off, with newly hired associates receiving a minimum of 18 days per full calendar year, prorated quarterly based on hire date
• Nine paid holidays
• Eight hours of Lifetime paid time off
• Eight 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: Director
• Education Level: No Education Listed