Nationwide Financial
Sr. Retirement Specialist (Public Sector Retirement Plans)
Nationwide Financial, San Antonio, Texas, United States, 78208
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Sr. Retirement Specialist (Public Sector Retirement Plans)
role at
Nationwide Financial
Overview This position serves our public/government sector clients in the San Antonio community. Living in the greater San Antonio metroplex or surrounding area is strongly preferred.
Key Responsibilities
Schedule and conduct one-on-one and group seminars for potential and existing participants within an assigned territory.
Assist the Program Director in territory planning, execution strategies, and team building/development activities.
Act as a financial resource by providing counseling and guidance on the features and benefits of defined contribution retirement savings plans to drive sales growth.
Develop relationships with key entity contacts, especially at the department head level, to expand products and services within the plan.
Support the Program Director with training on new presentations, product information, and policy or process changes.
Lead a group of Retirement Specialists and serve as the point of contact for inquiries and problem troubleshooting.
Lead special projects related to marketing, customer service, enrollment, and other administrative processes of the deferred compensation program.
Collaborate with dedicated or regional home office teams to solve customer issues or improve field processes.
Qualifications
Undergraduate studies in a related field (insurance, business, marketing preferred).
FINRA Series 6 license required; Series 63 and 65 may be necessary.
Three years of related experience in financial, sales, or educational services functions.
Expertise in public sector business and knowledge of 457 plans plus additional financial products/services.
Strong sales, communication, and presentation skills.
Ability to manage a territory of clients and navigate political and economic landscapes to achieve business results.
Demonstrated leadership skills and competencies are a plus.
Reporting Reports to Retirement Services Program Director; no direct reports.
Job Conditions
Travel within assigned territory required.
May be required to work from home.
Valid driver’s license with satisfactory driving record required.
EEO Statement Nationwide is an equal opportunity employer. We celebrate diversity and are committed to an inclusive culture where everyone feels challenged, appreciated, respected, and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any protected characteristic.
Benefits Medical/dental/vision, life insurance, short and long‑term disability coverage, paid time off (18 days minimum per year, pro‑rated by hire date), nine paid holidays, 401(k) with company match, company‑paid pension plan, business casual attire, and more.
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Sr. Retirement Specialist (Public Sector Retirement Plans)
role at
Nationwide Financial
Overview This position serves our public/government sector clients in the San Antonio community. Living in the greater San Antonio metroplex or surrounding area is strongly preferred.
Key Responsibilities
Schedule and conduct one-on-one and group seminars for potential and existing participants within an assigned territory.
Assist the Program Director in territory planning, execution strategies, and team building/development activities.
Act as a financial resource by providing counseling and guidance on the features and benefits of defined contribution retirement savings plans to drive sales growth.
Develop relationships with key entity contacts, especially at the department head level, to expand products and services within the plan.
Support the Program Director with training on new presentations, product information, and policy or process changes.
Lead a group of Retirement Specialists and serve as the point of contact for inquiries and problem troubleshooting.
Lead special projects related to marketing, customer service, enrollment, and other administrative processes of the deferred compensation program.
Collaborate with dedicated or regional home office teams to solve customer issues or improve field processes.
Qualifications
Undergraduate studies in a related field (insurance, business, marketing preferred).
FINRA Series 6 license required; Series 63 and 65 may be necessary.
Three years of related experience in financial, sales, or educational services functions.
Expertise in public sector business and knowledge of 457 plans plus additional financial products/services.
Strong sales, communication, and presentation skills.
Ability to manage a territory of clients and navigate political and economic landscapes to achieve business results.
Demonstrated leadership skills and competencies are a plus.
Reporting Reports to Retirement Services Program Director; no direct reports.
Job Conditions
Travel within assigned territory required.
May be required to work from home.
Valid driver’s license with satisfactory driving record required.
EEO Statement Nationwide is an equal opportunity employer. We celebrate diversity and are committed to an inclusive culture where everyone feels challenged, appreciated, respected, and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any protected characteristic.
Benefits Medical/dental/vision, life insurance, short and long‑term disability coverage, paid time off (18 days minimum per year, pro‑rated by hire date), nine paid holidays, 401(k) with company match, company‑paid pension plan, business casual attire, and more.
#J-18808-Ljbffr