Sr Retirement Specialist

Overview

This role supports the Orlando and east counties area. The position involves driving sales, delivering retirement education, and providing service to plan participants for defined contribution retirement savings plans.

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 and maintain 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; serve as a point of contact for inquiries and troubleshoot problems.
• Lead special projects related to marketing, customer service, enrollment, and other administrative processes of the deferred compensation program.
• Coordinate with dedicated or regional home office teams to resolve customer issues and implement actions that improve processes for the field.
• Perform other responsibilities as assigned.

Requirements

• Strong presentation and communication skills for effective seminar delivery.
• Excellent relationship-building skills to foster connections with clients and stakeholders.
• Problem-solving skills to address customer inquiries and improve processes.
• Knowledge of defined contribution retirement savings plans and financial counseling.
• FINRA Series 6, 63, and 65 or Series 7 & Series 66.
• Life & Health license required.
• Travel within the 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

• Financial advisor experience preferred.
• Undergraduate studies in a related field, insurance, business, or marketing preferred.
• Three years of related experience in financial, sales, or educational services functions.

Qualifications & Skills (Additional)

• 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.
• 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 support Program Director responsibilities.
• Excellent sales, communication, and presentation skills.
• Demonstrated ability to effectively manage a territory of clients.

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, and experience; scope, complexity, and 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: For part-time roles, listed salary ranges reflect full-time compensation and 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 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

Location

• Orlando and east counties

Job Conditions

• Overtime eligibility: Exempt (Not eligible)
• ADA statement: Job duties may vary based on specific circumstances or requirements for individuals assigned to the role.