Sr. Retirement Specialist

Nationwide•Little Egg Harbor Township, NJ

1d•$68,000 - $127,000•Hybrid

About The Position

Nationwide Financial is seeking a Senior Retirement Specialist to support the City of Baltimore plan. The role drives sales, provides education and delivers service to retirement plan participants. It develops, manages and retains participant relationships through regular retirement education and planning interactions, identifies prospects, and acquires new small cases. The position follows a hybrid schedule with rotating in-office expectations and requires travel within an assigned territory; working from home may also be required. The specialist serves as a financial resource to current and prospective participants, counseling them on defined contribution retirement savings plans and related financial products. The role also supports the Retirement Services Program Director with territory planning, execution strategies, team development, presentations, product information, and policy or process changes. As a team lead for Retirement Specialists, this position serves as a point of contact for inquiries and troubleshooting, leads special projects, and works with home office teams to resolve customer issues and improve field processes. It reports to the Retirement Services Program Director and has no direct reports.

Requirements

Three years of related experience in financial, sales, or educational services functions.
FINRA Series 6 license and Life and Health licenses required; Series 63 and 65 may be necessary. The posting also lists Series 6, 63, and 65 or Series 7 and Series 66 as required licensure.
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 sufficient to support the Program Director in administrative and sales responsibilities.
Strong sales, communication, and presentation skills.
Demonstrated ability to manage a territory of clients effectively.
Valid driver’s license and satisfactory driving record in accordance with Nationwide standards.

Nice To Haves

Financial advisor experience.
Undergraduate studies in a related field, insurance, business, or marketing.
Strong relationship-building abilities with clients and stakeholders.
Leadership skills to guide and support a team of specialists.
Problem-solving skills to address customer inquiries and improve processes.

Responsibilities

Schedule and conduct individual meetings and group seminars for prospective and existing participants in an assigned territory.
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 participants and prospects, supporting sales growth.
Develop relationships with key entity contacts, especially department heads, to expand products and services within the plan.
Support the Program Director, including training on presentations, product information, and policy or process changes.
Act as team lead for a group of Retirement Specialists and serve as a point of contact for inquiries and problem troubleshooting.
Lead special projects related to 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.
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, 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.