Sr. Retirement Specialist (Government/Public Sector Retirement Plans)
About The Position
This role will support Nationwide's Government/Public sector clients located in the territory of Southern Indiana for our Retirement Solutions team. The ideal candidate will be passionate about helping individuals retire successfully by driving sales, providing education, and delivering service for plan participants. This involves developing, managing, and retaining relationships with participants, conducting regular retirement education and planning interactions, and identifying prospects to acquire new small cases. The role requires teamwork, strategic thinking, and superior relationship management skills to collaborate, connect, and communicate effectively with multiple decision-makers involved in plan selection, enhancements, and retention.
Requirements
- FINRA Series 6 license, and life and health licenses required; series 63 and 65 may be necessary.
- Three years of related experience in financial, sales or educational services functions.
- Must have expertise in the public sector business, and use knowledge of 457 plans and additional financial products/services to expand plan relationships.
- Ability to effectively navigate political and economic landscapes to achieve business results.
- Comprehension knowledge of annuity and investment products with the ability to effectively communicate product information.
- Strong understanding of the competitive landscape.
- Proven knowledge of Nationwide Retirement Plans necessary to fully support Program Director in administrative and sales responsibilities.
- Excellent sales, communication and presentation skills required.
- Demonstrated ability to effectively manage a territory of clients.
- Must have a valid driver’s license with satisfactory driving record in accordance with Nationwide standards.
Nice To Haves
- Undergraduate studies in related field, insurance, business, marketing, preferred.
Responsibilities
- Schedules and conducts one-on-one and group seminars for potential and existing participants within an assigned territory.
- Assists/supports the Program Director in territory planning, execution strategies and team building/development activities.
- Serves as a financial resource to existing and potential participants by providing counseling and guidance on the features and benefits of defined contribution retirement savings plans which will drive sales growth.
- Responsible for developing relationships with key entity contacts especially at the department head level in order to expand products and services within the plan.
- Helps and supports Program Director, including training on new presentations, product information and policy or process changes, etc.
- Acts as a team lead for a group of Retirement Specialists and functions as a point of contact for inquiries and help troubleshoot problems.
- Leads special projects that may relate to marketing, customer service, enrollment and other administrative processes of the deferred compensation program.
- Works with dedicated or regional home office teams to solve customer issues or implement actions to improve processes for the field.
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
