Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide, “on your side” goes beyond just words. Our customers 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 a territory including Kansas City, MO. Qualified candidates should possess their FINRA Series 6, 63, and 65 (each required), along with State Life & Health license(s) (required). This role will require some on-site responsibility, with the ability to work from home when not visiting client sites.
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 Senior Retirement Specialist, you’ll 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:
- Schedule and conduct one-on-one and group seminars for potential and existing participants within an assigned territory.
- Assist/support the Program Director in territory planning, execution strategies, and team building/development activities.
- Serve 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, driving 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, including training on new presentations, product information, and policy or process changes.
- Act as a team lead for a group of Retirement Specialists and function as a point of contact for inquiries and help troubleshoot problems.
- Lead special projects related to marketing, customer service, enrollment, and other administrative processes of the deferred compensation program.
- Work with dedicated or regional home office teams to solve customer issues or implement actions to improve processes for the field.
- Perform other responsibilities as assigned.
Reporting Relationships: Reports to Retirement Services Program Director; no direct reports.
Typical Skills and Experiences:
- Education: Undergraduate studies in a related field, insurance, business, marketing preferred.
- License/Certification/Designation: FINRA Series 6, 63, and 65 licenses required; State Life & Health license(s) required.
Job Conditions
Overtime Eligibility: Exempt (Not eligible)
Working Conditions: Travel within assigned territory required. May be required to 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.
Benefits
We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, 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.
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.
Job Type: Full-time
Pay: $65,000.00 - $72,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Retirement plan
- Tuition reimbursement
- Vision insurance
Experience:
- retirement plan: 1 year (Required)
Ability to Commute:
- Kansas City, MO (Required)
Ability to Relocate:
- Kansas City, MO: Relocate before starting work (Required)
Work Location: In person
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