Sr. Retirement Specialist

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Are you passionate about being part of a team 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.

Are you passionate about helping individuals secure their financial futures? Do you have a knack for building relationships and leading teams? If so, we invite you to join our dynamic team as a Senior Retirement Specialist. This role will support the state of Indiana Deferred Compensation plan. The ideal candidate will live in Northwest Indiana.

FINRA Series 6, 63, 65 or 7, 66 licenses required for this role as well as Indiana Life and Health license.

• 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.

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.

• 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 which will drive sales growth.
• Develop relationships with key entity contacts especially at the department head level in order to expand products and services within the plan.
• Help and support Program Director, including training on new presentations, product information and policy or process changes, etc.
• 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 that may relate 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.

May perform other responsibilities as assigned.

Reporting Relationships: Reports to Retirement Services Program Director; no direct reports.

Education: Undergraduate studies in a related field, insurance, business, marketing, preferred.

License/Certification/Designation: FINRA Series 6 license, and life and health licenses required; series 63 and 65 may be necessary.

Experience: Three years of related experience in financial, sales or educational services functions.

Knowledge, Abilities and

Skills:

Must have expertise in the public sector business and use knowledge of 457 plans and additional financial products/services to expand plan relationships. Ability to effectively navigate political and economic landscapes to achieve business results.…