Retirement Specialist

Nationwide Insurance in Chester, VA

  • Industry: Government - Accounting/Finance
  • Type: Full Time
  • Compensation: $81,770.00 - 144,630.00 / Year*
position filled

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!

This position will cover Eastern VA and Eastern NC. The ideal location would be Richmond, VA.

Requires Series 6/63/65 and life/health licenses.

Job Description Summary

To help drive sales growth by providing retirement planning and education and delivering service to public sector employees. Develop, manage, and retain relationships with public sector employers. Have regular retirement education and planning interactions with public sector employees. Identify prospective new small case employer clients and take actions to acquire new small cases. Must have a rich understanding of the public sector business to apply knowledge of 457, additional financial products and services, and impact of political and economic landscapes to the business. Services ProAccount.

Job Description

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

Core Duties and Responsibilities:

  • Develop productive relationships with key public sector employer entity contacts within assigned territory.
  • Schedules and conducts one-on-one and group seminars for potential and existing participants within an assigned territory.
  • 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 drive sales growth.
  • Performs other duties as assigned.
  • Typical Skills and Experiences:

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

    License/Certification/Designation: 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: Comprehension of annuity and investment products with the ability to effectively communicate product information. Understanding of the competitive landscape a plus. Excellent sales, communication and presentation skills required. Demonstrated ability to maintain a territory of clients. Must be able to work independently with little supervision.

    Other criteria, including leadership skills, competencies and experiences may take precedence.

    Staffing exceptions to the above must be approved by the hiring managers leader and HR Business Partner.

    Values: Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors.

    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 license with satisfactory driving record in accordance with the standards stated in the Companys Fleet Manual.

    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.

    Associated topics: accountant i, accountant iv, audit, budget, economic, financial analyst, financial analyst ii, financial analyst iv, internal audit, loan

    * Estimated salary

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