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Sales / Business
Internal Retirement Specialist
@AB3 Nationwide Life and Annuity Insurance Co
[Hiring] Internal Retirement Specialist @AB3 Nationwide Life and Annuity Insurance Co
Apr 12, 2025 - AB3 Nationwide Life and Annuity Insurance Co is hiring a remote Internal Retirement Specialist. 💸 Salary: $52,000.00 - $78,000.00. 📍Location: USA.
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Role Description
This role involves providing retirement plan expertise to participants and acting as a consultant to provide specific education and advice based on individual needs.
- Receives inbound calls from participants and provides education and guidance regarding their retirement plan.
- Uses plan-specific and industry expertise to provide information specific to the participant's individual 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.
- May offer additional services, e.g., ProAccount for those individuals who prefer automatic account management.
- 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.
- Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit.
- 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.
- And more.
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| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
Back to Remote jobs >
Sales / Business
Sales / Business
|
Salary
💸
$52,000.00 - $78,000.00
|
Remote
Location
USA
|
|
Job Type
full-time
|
Posted
Apr 12, 2025
|
️
| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
