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Internal Retirement Specialist
| Company | Nationwide |
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| Location | Columbus, OH, USA |
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| Salary | $47000 – $97000 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Junior, Mid Level |
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Requirements
- FINRA Series 6, 63 and 65 licenses, Life and Health license are required for this position.
- Minimum of two years of experience in a relationship/sales driven position.
- In-depth knowledge of insurance and financial products.
- Knowledge of defined contribution plans preferred.
Responsibilities
- Receives inbound calls from participants and provides education and guidance regarding their retirement plan.
- Initiates calls to targeted participants to discuss contribution levels and encourage appropriate increases in deferrals to support retirement goals.
- Completes account reviews as requested by participants to analyze individual risk assessment and advise on asset allocation options based on individual results.
- 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.
Preferred Qualifications
- Bilingual in Spanish and English preferred and highly valued for this role.
- Experience in a sales call center environment preferred.
