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!FINRA Series 6, 63, 65 requiredThis is a forward-facing position, where client relationship skills will be criticalRetirement Experience (457 and 401K) preferredCompensation Grade: E2 Payband#LI-JS2Job Description SummaryAt 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!
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!
FINRA Series 6, 63, 65 required
This is a forward-facing position, where client relationship skills will be critical
Retirement Experience (457 and 401K) preferred
Compensation Grade: E2 Payband
#LI-JS2
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!
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Job Description
Key Responsibilities:
Receives inbound calls from participants and provides education and guidance regarding their retirement plan. Uses plan-specific and industry expertise to provide information specific to the participant’s individual retirement plan.
Initiates calls to targeted participants to discuss contribution levels and encourage appropriate increases in deferrals to support retirement goals.
Calculates retirement projections for participants as requested and provides counsel on results.
Provides education to participants to understand individual retirement distributions, transfers or consolidation needs.
Builds strategic relationships with field Retirement Specialists and Program Directors through advising and consulting, in support of business unit sales goals.
Acts as a consultant providing retirement plan expertise, recommendations, and practice management advice to field Retirement Specialists and Program Directors within assigned territory(s).
Applies knowledge of industry trends, competitive intelligence, state legislation, market movements and investment changes/performance to advise and consult with the field Retirement Specialists and Program Directors.
May perform other responsibilities as assigned.
Reporting Relationship:Reports to Manager and does not have direct reports.
Typical Skills and Experiences:
Education:Undergraduate studies business, finance, communications, marketing or related field preferred.
Experience:Minimum of two years of experience in a relationship/sales driven position. Experience in a sales call center environment preferred, as well as financial services background.
Knowledge, Abilities and Skills:In-depth knowledge of insurance and financial products. Knowledge of defined contribution plans preferred. Must have a drive for results, ability for relationship building and positive outlook. Proven consultative selling/advising skills and ability to follow processes. Strong time management/organization skills, receptive to coaching and customer focused. Ability to balance multiple priorities with excellent communication skills.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Values:Regularly and consistently demonstrates the Nationwide Values.
Job Conditions:
Overtime Eligibility:Exempt (Not eligible)
Working Conditions:Normal working conditions.
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.
