Nationwide Job Openings – Internal Retirement Specialist

Job Description:

As an Internal Retirement Specialist, you’ll support our Private Sector Internal Sales Team. The role is primarily responsible for providing retirement plans expertise to participants. The Internal Retirement Specialist serves as a consultant to provide specific education and advice based on the individual participants unique needs.

Job Responsibilities:

• Receives inbound calls from participants and provides education and guidance regarding their retirement plan. Utilizes plan specific and industry expertise to provide information specific to the participant¿s individual retirement plan.
• Proactively initiates calls to targeted participants to discuss contribution levels and encourage appropriate increases in deferrals to support retirement goals.
• 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 by proactively 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.
• Performs other related duties as assigned.
• Completes account reviews as requested by participants to analyze individual risk assessment and advise on asset allocation options based on individual results.  May offer additional services e.g. ProAccount for those individual who prefer automatic account management.
• Calculates retirement projections for participants as requested and provides counsel on results.

Job Requirements:

•  Must have a drive for results, ability for relationship building (both internally and externally), positive outlook, consultative selling/advising skills, ability and willingness to follow processes, good time management/organization skills, be receptive to coaching, have a strong customer focus orientation, ability to balance multiple priorities, and have excellent communication skills including professional presence, listening, rapport building, writing skills, and presentation abilities.

Qualification & Experience:

• Undergraduate studies Business, Finance, Communications, Marketing or related field preferred.

Job Details:

Company: Nationwide

Vacancy Type:  Full Time

Job Location: Cincinnati, OH, US

Application Deadline: N/A

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