Internal Retirement Specialist

Nationwide Mutual Insurance Company

Remote, US
Base: $52,000.00 - $78,000.00; bonus/equity: not s...
Remote
Retirement plan expertise
Participant education and advice
Inbound call handling
As an Internal Retirement Specialist, you'll provide retirement plan expertise to participants, acting as a consultant to offer specific education and advice based on their unique needs

Job Summary

  • As an Internal Retirement Specialist, you'll provide retirement plan expertise to participants, acting as a consultant to offer specific education and advice based on their unique needs.
  • Key responsibilities include receiving inbound calls, providing education and guidance on retirement plans, completing account reviews, calculating retirement projections, and building strategic relationships with field Retirement Specialists.
  • Nationwide offers a comprehensive benefits package including medical/dental/vision, life insurance, disability coverage, paid time off, holidays, 401(k) with company match, and a company-paid pension plan.

Matching Summary

As an Internal Retirement Specialist, you'll provide retirement plan expertise to participants, acting as a consultant to offer specific education and advice based on their unique needs.

Salary

Base: $52,000.00 - $78,000.00; Bonus/Equity: Not specified; Benefits: Medical/dental/vision, life insurance, disability coverage, PTO, holidays, 401(k) with company match, pension plan

Skills & Requirements

Must-have

  • Retirement plan expertise
  • Participant education and advice
  • Inbound call handling
  • Retirement projections
  • Relationship management

Nice-to-have

  • Bilingual in Spanish and English
  • Drive for results
  • Positive outlook
  • Receptive to coaching

Key Requirements

  • FINRA Series 6, 63 and 65 licenses
  • Life and Health license
  • Minimum of two years of experience
  • Financial services background preferred

Work Rights

Not specified

Tailored Resume

Cover Letter