Nationwide Financial
Financial Services
SeniorRetirementSpecialist
“Senior Retirement Specialist at Nationwide Financial. Skills: Retirement plans, Sales, Client relationships. Drive sales. Provide education”
What You'll Achieve.
Drive sales growth
Industry & Context.
Problem-solving skills
Travel within assigned territory, Valid driver’s license
What They're Looking For.
Must Have
FINRA Series 6, 63, and 65 or Series 7 & Series 66 Life & Health license required, Three years of related experience in financial, sales or educational services functions
Nice to Have
Financial advisor experience preferred, Undergraduate studies in related field, insurance, business, marketing, preferred
What You'll Do.
Deliver service for plan participants
Develop relationships with participants
Manage relationships with participants
Conduct retirement education
Conduct retirement planning
Acquire new small cases
Assist Program Director in territory planning
Assist Program Director in execution strategies
Assist Program Director in team building
Assist Program Director in development activities
Serve as financial resource
Provide counseling on plan features
Provide guidance on plan benefits
Develop relationships with key entity contacts
Expand products within the plan
Expand services within the plan
Support Program Director with training
Troubleshoot problems
Lead special projects
Solve customer issues
Implement actions to improve processes
How You'll Work.
Team & Collaboration
Multiple decision-makers; Key entity contacts; Home office teams
Communication Scope
Presentation skills; Seminar delivery; Relationship management; Communicate product information
Applying for this Senior Retirement Specialist role?
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