Virtual Retirement Specialist job opportunity at Nationwide.

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DatePosted 20 Days Ago bot
Nationwide Virtual Retirement Specialist
Experience: 5-years
Pattern: full-time
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degreeAssociate
loacation California, United States Of America
loacation California....United States Of America

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Virtual Retirement Specialist  within the Retirement Resource Group supporting smaller governmental plans in  Alaska, California, Colorado, Idaho, Kansas, Montana, Nevada, Oregon, Texas, Utah, Washington, Wyoming. This role will be  remote  but will likely require  some travel within the territory  and will partner closely with both RRG and the local Retirement Specialist teams. Overview 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 in an effort to grow plan assets Deliver impactful education and retirement planning through meetings, webinars, and seminars Requirements 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 This role will be  remote  but will likely require  some travel within the territory  and will partner closely with both RRG and the local Retirement Specialist teams. Overview 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 in an effort to grow plan assets Deliver impactful education and retirement planning through meetings, webinars, and seminars Requirements 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 This role does not qualify for employer-sponsored work authorization.  Nationwide does not participate in the Stem OPT Extension program. #LI-YA1 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! As a Retirement Specialist, you'll help drive sales growth by providing retirement planning and education while delivering service to plan participants. You will develop, manage and retain relationships with plan participants and have regular retirement education and planning interactions with them. You'll identify prospective new small case employer clients and take actions to acquire new small cases. Job Description Key Responsibilities:  Develops positive 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. Serves 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. May perform other responsibilities as assigned. Reporting Relationships: Reports to Retirement Services Program Director; no direct reports. Typical Skills and Experiences:  Education: Undergraduate studies in related field, insurance, business, marketing preferred. License/Certification/Designation: FINRA 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: Must have a deep understanding of the public sector business to apply knowledge of 457 plans, additional financial products and services to the business. 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. Proven track record to maintain a territory of clients. Ability 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 manager’s leader and Human Resources Business Partner. Values: Regularly and consistently demonstrates the Nationwide Values.   Job Conditions:    Overtime Eligibility: Exempt (Not eligible)  Working Conditions: Travel within assigned territory required. May work from home. Must have a valid driver’s license with satisfactory driving record in accordance with Nationwide standards.  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. We currently anticipate accepting applications until 03/20/2026. However, we encourage early submissions, as the posting may close sooner if a strong candidate slate is identified before the deadline. Benefits We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage,  paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, 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, and more. To learn more about the benefits we offer, click here . Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law. This position could be filled within any of the lower 48 U.S. states. Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at 888-944-2247. For NY residents please review the following state law information: Notice of Employee Rights, Protections, and Obligations LS740 (ny.gov) https://dol.ny.gov/system/files/documents/2022/02/ls740_1.pdf NOTE TO EMPLOYMENT AGENCIES: We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means. Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule. The national salary range for Retirement Specialist : $60,000.00-$112,000.00 The expected starting salary range for Retirement Specialist : $60,000.00 - $90,000.00

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