Senior Retirement Specialist - Central California

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.

This position is a key senior retirement position, dedicated to one of Nationwide's largest clients, the State of California. They will maintain their own territory, while collaborating with their Nationwide and State partners.

Key Requirements: Candidate must possess their FINRA Series 6 (or 7), 63 and 65 licenses as well as their life insurance license.

Work Location: This a field based role. The ideal candidate will be in the Central California area.

Compensation: This position is a F.99 band role. The targeted base salary is $80,000 plus sales incentives.

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Job Description Summary

JOB SUMMARY: Drive sales, provide education and deliver service for public sector employers. Develop, manage and retain relationships with public sector employers. Have regular retirement education and planning interactions with public sector employees. Identify prospects and acquire new small cases. Assists/supports the Program Director in territory planning, execution strategies and team building/development activities. Must have expertise in the public sector business, be able to use knowledge of 457 and additional financial products/services to expand plan relationships. Ability to effectively navigate political and economic landscapes to achieve business results.

Job Description

Reports to: Retirement Services Program Director. No direct reports.

Key Responsibilities:

1. Schedules and conducts one-on-one and group seminars for potential and existing participants within an assigned territory.

2. Serve 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 will drive sales growth.

3. Responsible for developing relationships with key entity contacts especially at the department head level in order to expand products and services within the plan.

4. Provide assistance and support to Program Director that may include: Assistance with training on new presentations, product information, and policy or process changes, etc.  Act as a team lead for a group of Retirement Specialists.  Function as a point of contact for inquiries and help troubleshoot problems. Manage special projects that may relate to marketing, customer service, enrollment and other administrative processes of the deferred compensation program. Work with dedicated or regional home office teams to solve customer issues or implement actions to improve processes for the field.

5. Performs other duties as assigned.

JOB REQUIREMENTS:

Education:  Undergraduate studies in related field (insurance, business, marketing) preferred.

Experience: Three years of related experience in financial, sales or educational services functions.
Series 6 license, and life and health licenses required. Series 63 and 65 may be necessary.

Knowledge:  Comprehension of annuity and investment products with the ability to effectively communicate product information. Understanding of the competitive landscape. Demonstrated knowledge of Nationwide Retirement Plans necessary to fully support Program Director in administrative and sales responsibilities

Skills: Excellent sales, communication and presentation skills required. Demonstrated ability to effectively manage a territory of clients. Must be able to work independently with little supervision.

Values:  Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors.

Staffing Exceptions to the above minimum job requirements must be approved by the:  VP Sales and VP HR

JOB CONDITIONS:

Overtime Eligibility: Not Eligible

Working Conditions:  Travel within assigned territory required. May be required to work from home.

Must have a valid drivers license with satisfactory driving record in accordance with the standards stated in the Companys Fleet Manual. 
 
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.

Job Evaluation Activity:   2/2012 CB

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.

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.

The national salary range for Senior Retirement Specialist : $61,000.00-$127,000.00

The expected starting salary range for Senior Retirement Specialist : $68,000.00 - $102,000.00