Sr. Retirement Specialist (Public/Government Sector Retirement Plans)

Nationwide•Indianapolis, IN

8d•$68,000 - $102,000

About The Position

The Senior Retirement Specialist supports Government/Public sector clients in the Southern Indiana territory as part of Nationwide Financial’s Retirement Solutions team. The role requires residence in Indiana or Kentucky and focuses on helping retirement plan participants prepare for retirement through education, service, sales, and relationship management. The specialist develops, manages, and retains participant relationships, conducts retirement education and planning interactions, identifies prospects, and acquires new small cases. The role also supports the Retirement Services Program Director in territory planning, execution, and team development. It serves as a financial resource to current and potential participants, builds relationships with client entity contacts, leads projects and supports other Retirement Specialists. The position reports to the Retirement Services Program Director and has no direct reports. Travel within the assigned territory is required; the associate may be required to work from home.

Requirements

Three years of related experience in financial, sales, or educational services functions.
FINRA Series 6 license and life and health licenses are required; Series 63 and 65 may be necessary.
Expertise in the 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 in administrative and sales responsibilities.
Excellent sales, communication, and presentation skills.
Demonstrated ability to manage a territory of clients effectively.
Must live in Indiana or Kentucky.
Must have a valid driver’s license and a satisfactory driving record in accordance with Nationwide standards.

Nice To Haves

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

Responsibilities

Schedule and conduct one-on-one meetings and group seminars for potential and existing participants within 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 participants, supporting sales growth.
Develop relationships with key entity contacts, particularly department heads, to expand products and services within the plan.
Support the Program Director, including training on new presentations, product information, and policy or process changes.
Act as a team lead for Retirement Specialists, serve as a point of contact for inquiries, and help troubleshoot problems.
Lead special projects related to marketing, customer service, enrollment, and other deferred compensation program administrative processes.
Work with dedicated or regional home office teams to resolve customer issues or implement process improvements for the field.
Develop, manage, and retain relationships with plan participants and conduct 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, 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