Sr. Retirement Specialist - Virginia

Nationwide•Middletown Township, NJ

8d•$68,000 - $102,000•Hybrid

About The Position

The Senior Retirement Specialist drives sales, provides education, and delivers service for retirement-plan participants. The role develops, manages, and retains participant relationships through regular retirement education and planning interactions, identifies prospects, and acquires new small cases. It involves working with high-profile organizations and multiple decision-makers to support retirement-plan selection, enhancements, and retention through teamwork, strategic thinking, and relationship management. The specialist schedules and conducts individual and group seminars in an assigned territory, provides financial counseling on defined contribution retirement savings plans, and develops relationships with key organizational contacts. The position also supports the Retirement Services Program Director with territory planning, execution strategies, team development, training, and administrative and sales responsibilities. As a team lead for Retirement Specialists, the role serves as a point of contact and troubleshoots issues, leads special projects, and works with home-office teams to resolve customer issues and improve processes. The position requires travel within the assigned territory and may require working from home. A company-provided vehicle is offered for travel expectations. The role is exempt from overtime and reports to the Retirement Services Program Director; it has no direct reports.

Requirements

FINRA Series 6, 63, and 65 licenses, or Series 7 and Series 66.
Life and Health license.
Three years of related experience in financial, sales, or educational services functions.
Expertise in public-sector business and knowledge of 457 plans and additional financial products and services.
Ability to navigate political and economic landscapes to achieve business results.
Knowledge of annuity and investment products and ability to communicate product information effectively.
Strong understanding of the competitive landscape.
Knowledge of Nationwide Retirement Plans to support the Program Director's administrative and sales responsibilities.
Strong sales, communication, presentation, and territory-management skills.
Valid driver's license and satisfactory driving record in accordance with Nationwide standards.
Ability to travel within the assigned territory.

Nice To Haves

Financial advisor experience.
Undergraduate studies in a related field, insurance, business, or marketing.
Series 63 and 65 licenses may be necessary.

Responsibilities

Schedule and conduct one-on-one and group seminars for potential and existing participants in an assigned territory.
Assist and support the Program Director with territory planning, execution strategies, and team-building and development activities.
Provide counseling and guidance on defined contribution retirement savings plan features and benefits to drive sales growth.
Develop relationships with key entity contacts, particularly department heads, to expand products and services within plans.
Support the Program Director, including training on presentations, product information, and policy or process changes.
Act as a team lead for Retirement Specialists and serve as a point of contact for inquiries and problem troubleshooting.
Lead special projects involving areas such as marketing, customer service, enrollment, and administrative processes of the deferred compensation program.
Work with dedicated or regional home-office teams to resolve customer issues or implement process improvements for the field.
Develop, manage, and retain participant relationships through retirement education and planning interactions.
Identify prospects and acquire new small cases.
Perform other responsibilities as assigned.

Benefits

Medical, dental, and vision coverage.
Life insurance.
Short- and long-term disability coverage.
Paid time off, including a minimum of 18 days per full calendar year for newly hired associates, 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.
Company-provided vehicle for travel expectations.