Nationwide
Senior Retirement Specialist
Location: Boise area, Idaho. Minimum travel within 90 minutes of Boise.
Licensing Requirements: Series 6 license required. Series 65 or 66 preferred and must be obtained within 120 days of hire if not held.
Job Description Summary At Nationwide Financial, we deliver extraordinary care to clients preparing for retirement. As a Senior Retirement Specialist, you will 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.
Key Responsibilities
Schedules and conducts one-on-one and group seminars for potential and existing participants within an assigned territory.
Assists/supports the Program Director in territory planning, execution strategies and team building/development activities.
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 will drive sales growth.
Develop relationships with key entity contacts especially at the department head level to expand products and services within the plan.
Helps and supports Program Director, including training on new presentations, product information and policy or process changes.
Acts as a team lead for a group of Retirement Specialists and functions as a point of contact for inquiries and troubleshoot problems.
Leads special projects related to marketing, customer service, enrollment and other administrative processes of the deferred compensation program.
Works with dedicated or regional home office teams to solve customer issues or implement actions to improve processes for the field.
Qualifications
Undergraduate studies in a related field or equivalent experience.
FINRA Series 6 license required; life and health licenses required; Series 63 and 65 may be necessary.
Three years of related experience in financial, sales or educational services functions.
Experience expanding plan relationships in the public sector and knowledge of 457 plans.
Strong sales, communication and presentation skills; ability to manage a territory of clients.
Reporting Relationship Reports to Retirement Services Program Director; no direct reports.
Job Conditions Travel within assigned territory required. May need to work from home. Must have a valid driver’s license.
Benefits Medical/dental/vision, life insurance, short and long term disability coverage, paid time off, vacation, 401(k) with company match, etc.
Nationwide is an equal opportunity employer.
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Licensing Requirements: Series 6 license required. Series 65 or 66 preferred and must be obtained within 120 days of hire if not held.
Job Description Summary At Nationwide Financial, we deliver extraordinary care to clients preparing for retirement. As a Senior Retirement Specialist, you will 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.
Key Responsibilities
Schedules and conducts one-on-one and group seminars for potential and existing participants within an assigned territory.
Assists/supports the Program Director in territory planning, execution strategies and team building/development activities.
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 will drive sales growth.
Develop relationships with key entity contacts especially at the department head level to expand products and services within the plan.
Helps and supports Program Director, including training on new presentations, product information and policy or process changes.
Acts as a team lead for a group of Retirement Specialists and functions as a point of contact for inquiries and troubleshoot problems.
Leads special projects related to marketing, customer service, enrollment and other administrative processes of the deferred compensation program.
Works with dedicated or regional home office teams to solve customer issues or implement actions to improve processes for the field.
Qualifications
Undergraduate studies in a related field or equivalent experience.
FINRA Series 6 license required; life and health licenses required; Series 63 and 65 may be necessary.
Three years of related experience in financial, sales or educational services functions.
Experience expanding plan relationships in the public sector and knowledge of 457 plans.
Strong sales, communication and presentation skills; ability to manage a territory of clients.
Reporting Relationship Reports to Retirement Services Program Director; no direct reports.
Job Conditions Travel within assigned territory required. May need to work from home. Must have a valid driver’s license.
Benefits Medical/dental/vision, life insurance, short and long term disability coverage, paid time off, vacation, 401(k) with company match, etc.
Nationwide is an equal opportunity employer.
#J-18808-Ljbffr