This is a Retirement Specialist position responsible for a virtual service model within the assigned territory. The territory includes the states of CT, DE, MA, MD, ME, NH, NJ, NY, PA, RI, VA, VT, and WV. Applicants should be comfortable delivering virtual workshops and webinars while also leveraging the available technology. FINRA Series 6, 63, and 65 required; resident State Life & Health license(s) also required. Up to 25% travel within the territory may be necessary.
Compensation Grade: F.SD70
#LI-JS2
Job Description Summary
At the heart of our work with retirement plans for high-profile organizations is the desire to help individuals retire successfully. Multiple decision-makers are engaged in plan selection, enhancements and retention, requiring teamwork, strategic thinking and superior relationship management on various levels. If you can collaborate, connect and communicate to build, grow and retain important and productive business relationships, we want to know more about you!As a Retirement Specialist, you'll help drive sales growth by providing retirement planning and education while delivering service to plan participants. You will develop, manage and retain relationships with plan participants and have regular retirement education and planning interactions with them. You'll identify prospective new small case employer clients and take actions to acquire new small cases.
Job Description
Key Responsibilities:
Develops positive relationships with key public sector employer entity contacts within assigned territory.
Schedules and conducts one-on-one and group seminars for potential and existing participants within an assigned territory.
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 drive sales growth.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Retirement Services Program Director; no direct reports.
Typical Skills and Experiences:
Education: Undergraduate studies in related field, insurance, business, marketing preferred.
License/Certification/Designation: FINRA Series 6 license, and life and health licenses required. Series 63 and 65 may be necessary.
Experience: Three years of related experience in financial, sales or educational services functions.
Knowledge, Abilities and Skills: Must have a deep understanding of the public sector business to apply knowledge of 457 plans, additional financial products and services to the business. Comprehension of annuity and investment products with the ability to effectively communicate product information. Understanding of the competitive landscape a plus. Excellent sales, communication and presentation skills required. Proven track record to maintain a territory of clients. Ability to work independently with little supervision.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by the hiring manager’s leader and Human Resources Business Partner.
Values: Regularly and consistently demonstrates the Nationwide Values.
Job Conditions:
Overtime Eligibility: Exempt (Not eligible)
Working Conditions: Travel within assigned territory required. May work from home. Must have a valid driver’s license with satisfactory driving record in accordance with Nationwide standards.
ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.
Benefits
We have an array of benefits to fit your needs, including: 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, and more. To learn more about the benefits we offer, click here.
Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.