Sr. Retirement Specialist - Virginia

Overview

This role supports retirement plans for high-profile organizations by helping individuals retire successfully. Multiple decision-makers are involved in plan selection, enhancements, and retention. The position involves driving sales, providing education, and delivering service for plan participants, including developing, managing, and retaining relationships with participants and acquiring 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 defined contribution retirement savings plan features and benefits 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 with 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; 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 solve customer issues or implement actions to improve processes for the field.
• Perform other responsibilities as assigned.

Required Qualifications

• FINRA Series 6, 63, and 65 or Series 7 & Series 66
• Life & Health license required
• Three years of related experience in financial, sales, or educational services functions
• Education: Undergraduate studies in a related field such as insurance, business, or marketing (preferred)

Preferred Qualifications

• Financial advisor experience preferred
• Knowledge of defined contribution retirement savings plans and financial counseling

Skills & Experience

• Strong presentation and communication skills for effective seminar delivery
• Excellent relationship-building abilities to foster connections with clients and stakeholders
• Leadership skills to guide and support a team of specialists
• Problem-solving skills to address customer inquiries and improve processes
• 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 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 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

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, and cost of labor in the market.

Note: If this is a sales role, sales incentives based on performance goals may be possible in addition to this range.

Part-time note: Salary ranges reflect full-time compensation; actual compensation may be prorated based on hours relative to a full-time schedule.

Benefits

• Medical/dental/vision
• Life insurance
• Short and long term disability coverage
• Paid time off (minimum of 18 days paid time off each full calendar year for newly hired associates, 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

Location & Job 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.
• Exempt (not eligible for overtime).
• Company-provided vehicle for travel expectations.

Additional Information

• Reports to the Retirement Services Program Director; no direct reports.
• Equal Opportunity Employer.