Nationwide Retirement Spec in Florida
Job ID: 52096
This position covers clients in the Metro Orlando/Tampa Bay areas.
Nationwide’s corporate responsibility is to protect what matters most to its customers. Our Retirement Specialists thrive with this responsibility, educating our customers about Nationwide’s retirement programs, products and services. It’s a career that offers rewards not only for our customers, but also for our dedicated team at Nationwide.
As important members of our sales and education staff, Retirement Specialists thrive working for one of the largest insurance and financial services companies in the world.
Retirement Specialist Responsibilities
Educate our customers on programs, products and services
Provide information regarding retirement planning and investment education, and basic personal finance
Schedule and conduct workshops and onboarding sessions for potential and existing participants.
Retirement Specialist Qualifications
The Retirement Specialist position is perfect for motivated, people-oriented professionals with strong presentation skills. Other requirements:
Candidates must have FINRA Series 6, 65, and life and health licenses required (can obtain within 120 days on the job if needed, but ideal candidate would be licensed.)
Ability to adapt and communicate with a diverse population
Strong team player who likes working in a collaborative environment
JOB 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.RELATIONSHIP: Reports to Retirement Services Program Director. No direct reports.JOB RESPONSIBILITIES:1. Develop productive relationships with key public sector employer entity contacts within assigned territory.2. Schedules and conducts one-on-one and group seminars for potential and existing participants within an assigned territory.3. 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.4. Performs other duties as assignedJOB REQUIREMENTS:Education: Undergraduate studies in related field (insurance, business, marketing) preferred.Experience: Three years of related experience in financial, sales or educational services functions. Series 6 license, and life and health licenses required. Series 63 and 65 may be necessary.Knowledge: Comprehension of annuity and investment products with the ability to effectively communicate product information.. Understanding of the competitive landscape a plus.Skills: Excellent sales, communication and presentation skills required. Demonstrated ability to maintain a territory of clients. Must be able to work independently with little supervision.Values: Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors.Staffing Exceptions to the above minimum job requirements must be approved by the: VP Sales and VP HRJOB CONDITIONS:Overtime Eligibility: Not EligibleWorking Conditions: Travel within assigned territory required. May be required to work from home. Must have a valid drivers 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.Job Evaluation Activity: 2/2012 CBJob Function/Family: SLS/NRS