Sr. Retirement Specialist (Government/Public Sector)

Overview

This role supports the State of CA plan for the Retirement Solutions team. Living in or around the city of Bakersfield, CA or in a surrounding county is strongly preferred. The position requires travel and includes a company vehicle and gas card, with an average of 1–2 overnight trips per month.

This is an F.SD85 band role.

Responsibilities

• Schedule and conduct one-on-one and group seminars for potential and existing participants within an assigned territory.
• Assist/support the Program Director with territory planning, execution strategies, and team building/development activities.
• 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 to drive sales growth.
• Develop relationships with key entity contacts, especially at the department head level, to expand products and services within the plan.
• Support the Program Director, including training on new presentations, product information, and policy or process changes.
• Act as a team lead for a group of Retirement Specialists and serve as a point of contact to address inquiries and troubleshoot problems.
• Lead special projects related 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.
• Perform other responsibilities as assigned.

Requirements

• Undergraduate studies in a related field (insurance, business, marketing preferred).
• FINRA Series 6 license, and life and health licenses required; Series 63 and 65 may be necessary.
• Three years of related experience in financial, sales, or educational services functions.
• Must have expertise in the public sector business and use knowledge of 457 plans and additional financial products/services to expand plan relationships.
• Ability to effectively navigate political and economic landscapes to achieve business results.
• Comprehension knowledge of annuity and investment products, with the ability to effectively communicate product information.
• Strong understanding of the competitive landscape.
• Proven knowledge of Nationwide Retirement Plans necessary to fully support Program Director in administrative and sales responsibilities.
• Excellent sales, communication, and presentation skills.
• Demonstrated ability to effectively manage a territory of clients.
• Overtime eligibility: Exempt (Not eligible).
• Working conditions: Travel within assigned territory required; may be required to work from home.
• Must have a valid driver’s license with a satisfactory driving record in accordance with company standards.

Preferred Qualifications

• Other criteria, including leadership skills, competencies, and experiences may take precedence.

Compensation & Benefits

Salary Range

• National salary range for Senior Retirement Specialist: $68,000.00–$127,000.00
• Expected starting salary range for Senior Retirement Specialist: $68,000.00–$102,000.00

Placement within the starting salary range is determined by factors including skills, education, training, credentials, experience, scope/complexity/location of the role, 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 part-time roles: salary ranges reflect full-time compensation; actual compensation may be prorated based on hours worked relative to a full-time schedule.

Benefits

• Medical/dental/vision
• Life insurance
• Short- and long-term disability coverage
• Paid time off (newly hired associates receive a minimum of 18 days 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

Location

• Bakersfield, CA area or surrounding counties (strongly preferred)
• Travel within assigned territory required; may be required to work from home.