Retirement Specialist

This position covers a territory including the state of Connecticut as well as Southern New York.

FINRA Series 6, 63, 65 Required within 120 days of employment

Life & Health licenses (for Connecticut and New Yorkrequired within 120 days of employment

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.