[Hiring] Internal Retirement Specialist @Nationwide

Role Description

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 an Internal Retirement Specialist, you'll provide retirement plan expertise to participants. You'll act as a consultant to provide specific education and advice based on the individual participants' unique needs.

Key Responsibilities

• Receives inbound calls from participants and provides education and guidance regarding their retirement plan.
• Initiates calls to targeted participants to discuss contribution levels and encourage appropriate increases in deferrals to support retirement goals.
• Completes account reviews as requested by participants to analyze individual risk assessment and advise on asset allocation options based on individual results.
• Calculates retirement projections for participants as requested and provides counsel on results.
• Provides education to participants to understand individual retirement distributions, transfers or consolidation needs.
• Builds strategic relationships with field Retirement Specialists and Program Directors through advising and consulting, in support of business unit sales goals.
• Acts as a consultant providing retirement plan expertise, recommendations, and practice management advice to field Retirement Specialists and Program Directors within assigned territory(s).
• Applies knowledge of industry trends, competitive intelligence, state legislation, market movements and investment changes/performance to advise and consult with the field Retirement Specialists and Program Directors.
• May perform other responsibilities as assigned.

Qualifications

• Undergraduate studies in business, finance, communications, marketing or related field preferred.
• FINRA Series 6, 63 and 65 licenses, Life and Health license are required.
• Minimum of two years of experience in a relationship/sales driven position.
• Experience in a sales call center environment preferred, as well as financial services background.

Requirements

• In-depth knowledge of insurance and financial products.
• Knowledge of defined contribution plans preferred.
• Must have a drive for results, ability for relationship building and positive outlook.
• Proven consultative selling/advising skills and ability to follow processes.
• Strong time management/organization skills, receptive to coaching and customer focused.
• Ability to balance multiple priorities with excellent communication skills.

Benefits

• Medical/dental/vision insurance.
• 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.