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[Hiring] Virtual Retirement Specialist @Nationwide
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.
Role Description
This role involves supporting smaller governmental plans in various states as a Virtual Retirement Specialist within the Retirement Resource Group.
- Support both plan sponsors and participants throughout the territory through virtual 1:1s, workshops, and webinars
- Drive enrollment, renewals, and rollover sales within the territory
- Cultivate and maintain relationships with key contacts to grow plan assets
- Deliver impactful education and retirement planning through meetings, webinars, and seminars
Qualifications
- 3–5 years in retirement planning, retirement solutions, or sales/relationship roles
- FINRA Series 6, 63, and 65 or (7/66) licenses and resident life insurance license
- A passion for education, strategic thinking, and helping others achieve financial confidence
Requirements
- Develop positive relationships with key public sector employer entity contacts within assigned territory
- Schedule and conduct one-on-one and group seminars for potential and existing participants
- Serve as a financial resource to existing and potential participants by providing counseling and guidance on defined contribution retirement savings plans
- May perform other responsibilities as assigned
Benefits
- Medical/dental/vision insurance
- Life insurance
- Short and long term disability coverage
- Paid time off with a minimum of 18 days each full calendar year
- 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