Sr. Retirement Specialist (Public/Government Sector Retirement Plans)

Overview

This role supports Government/Public sector clients for the Retirement Solutions team in the territory of Southern Indiana. Living within the states of Indiana or Kentucky is required.

This is an F.SD85 band role.

As a Senior Retirement Specialist, you will drive sales, provide education, and deliver service for plan participants. You will develop, manage, and retain relationships with plan participants and conduct regular retirement education and planning interactions. You will also identify prospects and acquire new small cases.

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 for inquiries and troubleshooting.
• 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

• 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.
• 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 and 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.

Preferred Qualifications

• Undergraduate studies in a related field such as insurance, business, or marketing.
• Other criteria, including leadership skills, competencies, and experiences, may take precedence.

Compensation & Benefits

Salary Range (Senior Retirement Specialist)

• National salary range: $68,000.00–$127,000.00
• Expected starting salary range: $68,000.00–$102,000.00

Compensation 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 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
• Additional benefits as applicable

Location

• Territory: Southern Indiana
• Residence requirement: Living within the states of Indiana or Kentucky is required.

Job Conditions

• Overtime eligibility: Exempt (not eligible)
• 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 employer standards.

Reporting Relationships

• Reports to Retirement Services Program Director
• No direct reports