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Internal Retirement Specialist at Nationwide - ApplyBlast

Internal Retirement Specialist

Nationwide

4 months ago

3.8 on Glassdoor

Remote

Full Time

Junior

0 applicants

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About this role

As an Internal Retirement Specialist at Nationwide Financial, you will act as a consultant to provide retirement plan expertise, education, and personalized advice to participants and field specialists. The role involves engaging multiple decision-makers to support plan selection, enhancements, and retention while driving sales goals through strategic relationship building. Candidates must possess specific financial licenses and a background in relationship-driven sales within the financial services industry.

Responsibilities

Provide education and guidance on participant retirement plans via inbound and outbound calls
Analyze individual risk assessments to advise on asset allocation and investment options
Calculate retirement projections and counsel clients on distribution and consolidation needs
Build strategic relationships with field specialists to support business unit sales goals
Apply industry trends and state legislation to consult on practice management advice

Skills

Qualifications

FINRA Series 6 LicenseFINRA Series 63 LicenseFINRA Series 65 LicenseLife Insurance LicenseHealth Insurance License

About Nationwide

nationwide.com

Headquarters

United States

Company Size

10001+ employees

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Nationwide offers insurance, retirement and investing products that protect your many sides. Get home and auto insurance quotes online or find a local agent