Senior Retirement Specialist

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.

Join our team as a Sr. Retirement Specialist, where you'll lead seminars, provide financial guidance, and drive sales growth within your territory.

Top Skills Required:

• Financial Counseling: Expertise in advising on defined contribution retirement savings plans.

• Relationship Building: Ability to develop and maintain key contacts, especially at the department head level.

• Team Leadership: Experience leading and supporting a team of Retirement Specialists.

• Project Management: Proven ability to lead special projects related to marketing, customer service, and administrative processes.

• Problem Solving: Strong skills in troubleshooting and improving processes in collaboration with home office teams.

Licensure: FINRA Series 6 license, and life and health licenses required; series 63 and 65 may be necessary.

This role does not qualify for employer-sponsored work authorization.  Nationwide does not participate in the Stem OPT Extension program.

It is our intention to fill this role in Colorado, however, on occasion, applications from internal candidates that are working remotely who bring critical industry skills and relevant experience may considered.

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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.

Job Description

Key Responsibilities: 

• 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.

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

  Typical Skills and Experiences: 

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

  License/Certification/Designation: FINRA Series 6 license, and life and health l