Senior Retirement Specialist

Job Conditions

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 position will support the city of Tampa and Hillsborough County.

• Strong presentation and communication skills for effective seminar delivery.
• Excellent relationship-building abilities to foster connections with clients and stakeholders.
• Leadership skills to guide and support a team of specialists.
• Problem‑solving skills to address customer inquiries and improve processes.
• Knowledge of defined contribution retirement savings plans and financial counseling.

FINRA Series 6, 63, and 65 or Series 7 & Series 66. Life & Health license required.

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!

• 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.
• Responsible for developing relationships with key entity contacts especially at the department head level in order 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, etc.
• Acts as a team lead for a group of Retirement Specialists and functions as a point of contact for inquiries and help troubleshoot problems.
• Leads special projects that may relate 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.

Reports to Retirement Services Program Director; no direct reports.

• Undergraduate studies in related field, insurance, business, or marketing (preferred).
• FINRA Series 6, 63, and 65 or Series 7 & Series 66 licenses; life and health licenses required.
• Three years of related experience in financial, sales or educational services functions.
• Expertise in the public sector business and knowledge of 457 plans and additional financial products/services.
• Ability to navigate political and economic landscapes to achieve business results.
• Comprehension of annuity and investment products with effective communication skills.
• Strong understanding of the competitive landscape and Nationwide Retirement Plans.
• Excellent sales, communication and presentation skills.
• Proven ability to manage a territory of clients.

Regularly and consistently demonstrates the Nationwide Values.

• Medical/dental/vision coverage.
• Life insurance.
• Short and long term disability coverage.
• Paid time off with a minimum of 18 days for newly hired associates (pro‑rated quarterly).
• 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.
• And more.

To learn more about the benefits we offer, .

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