Internal Retirement Specialist

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.

• Receive inbound calls from participants and provide education and guidance regarding their retirement plan.
• Use plan‑specific and industry expertise to provide information specific to the participant’s individual retirement plan.
• Initiate calls to targeted participants to discuss contribution levels and encourage appropriate increases in deferrals to support retirement goals.
• Complete account reviews as requested by participants to analyze individual risk assessment and advise on asset allocation options based on individual results.
• Offer additional services, e.g., Pro Account for individuals who prefer automatic account management.
• Calculate retirement projections for participants as requested and provide counsel on results.
• Provide education to participants to understand individual retirement distributions, transfers or consolidation needs.
• Build strategic relationships with field Retirement Specialists and Program Directors through advising and consulting, in support of business unit sales goals.
• Act as a consultant providing retirement plan expertise, recommendations, and practice management advice to field Retirement Specialists and Program Directors within assigned territory(s).
• Apply 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.
• Work authorization:
  This position does not qualify for employer-sponsored work authorization.

Reports to Manager and does not have direct reports.

• Education: Undergraduate studies in business, finance, communications, marketing or related field preferred.
• Licenses/Certifications: FINRA Series 6, 63, 65 and Life & Health licenses required; must acquire and maintain within the designated timeframe.
• Experience: Minimum of two years in a relationship/sales‑driven position; experience in a sales call center environment and financial services background preferred.
• Knowledge, Abilities &
  
  Skills:
  
  In‑depth knowledge of insurance and financial products; knowledge of defined contribution plans preferred. Proven consultative selling/advising skills, strong time‑management, organization, ability to balance multiple priorities, excellent communication, positive outlook, receptive to coaching, customer‑focused.
• Additional Criteria: Leadership skills, competencies and experiences may be considered.

Overtime Eligibility:
Exempt (Not eligible).

Working Conditions:

Normal working conditions.

Classification:
Exempt.

Medical, dental and vision coverage; life insurance; short‑term and long‑term disability coverage; paid time off (minimum 18 days per full calendar year, prorated quarterly based on hire date); nine paid holidays; eight hours of Lifetime paid time off; eight hours of Unity Day paid time off; 401(k) with company match; company‑paid pension plan; business casual attire; and additional benefits.

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating 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 characteristic or classification protected by applicable law.