Direct Retirement Sales Specialist
| Company | Nationwide |
|---|---|
| Location | Columbus, OH, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
Requirements
- Ohio Deferred Compensation experience is strongly preferred.
- Series 6 and SIE required.
Responsibilities
- Handles incoming calls from public employees to discuss retirement planning, investment allocations, rollovers, account retention and other retirement plan service requests.
- Meets with participants to discuss retirement planning, investment allocations, rollovers, account retention, enrolling in the program and other service requests.
- Conducts quality check documents for rollovers, transfers and account retention to ensure all is in good order to be submitted to the client to process.
- Conducts processes, including: enrollment, withdrawal, roll-in, rollout, unforeseeable emergency applications, death claims and other types as needed.
- Drafts and manages marketing emails with Nationwide’s email team.
- Manages all administrative functions for the Service Center and field representatives (staff of 48) such as management of office inventory and equipment.
- Develops workflows and administrative procedures-based client’s business rules.
- Responds to participant inquires submitted by email, providing customer service in a timely manner.
Preferred Qualifications
- Undergraduate degree preferred.
- Many associates in this role also obtain CRC or ChFC designations.