[Hiring] Senior Retirement Specialist @Nationwide

Role Description

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.

This Sr. Retirement Specialist role will serve our Corporate/Private Sector clients covering the territory of Southern California (South of Fresno), Arizona, New Mexico, and Hawaii. Experience with 401(k) plans and living in the Southern California area is preferred. Bilingual skills (Spanish) are strongly preferred.

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 Senior Retirement Specialist, you'll drive sales, provide education and deliver service for plan participants. You will develop, manage and retain relationships with participants and have regular retirement education and planning interactions with them. You will identify prospects and acquire new small cases.

Qualifications

• Undergraduate studies in related field, insurance, business, marketing, preferred.
• 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.

Requirements

• Must have expertise in the private sector business, and use knowledge of 401(k) 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.

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.