Senior Retirement Specialist- Kansas City, MO
Posted 2025-08-15
Remote, USA
Full Time
Immediate Start
About the position
At Nationwide Financial, we are dedicated to delivering extraordinary care to help individuals and businesses prepare for and protect their retirement. As a Senior Retirement Specialist, you will play a crucial role in supporting a territory that includes Kansas City, MO. This position is not just about numbers; it’s about building relationships and providing education to ensure that our clients can retire successfully. You will be at the forefront of our efforts to engage with high-profile organizations, working collaboratively with multiple decision-makers to enhance and retain retirement plans. Your ability to connect, communicate, and collaborate will be essential in driving sales and providing exceptional service to plan participants. In this role, you will be responsible for scheduling and conducting one-on-one and group seminars for both potential and existing participants. You will assist the Program Director in territory planning and execution strategies, while also serving as a financial resource to participants by offering counseling on the features and benefits of defined contribution retirement savings plans. Your expertise will help drive sales growth and expand our products and services within the plan. Additionally, you will lead a group of Retirement Specialists, acting as a point of contact for inquiries and troubleshooting issues. Your leadership will extend to special projects related to marketing, customer service, and enrollment processes, ensuring that we continuously improve our services and meet the needs of our clients. This position requires a strong understanding of the public sector business, particularly knowledge of 457 plans and other financial products. You will need to navigate complex political and economic landscapes to achieve business results, and your ability to communicate effectively about annuity and investment products will be vital. With a focus on building and retaining relationships, you will be instrumental in helping our clients achieve their retirement goals while embodying the values of Nationwide Financial.
Responsibilities
• Schedules and conducts one-on-one and group seminars for potential and existing participants within an assigned territory.
,
• Assists/supports the Program Director in territory planning, execution strategies and team building/development activities.
,
• Serves 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 which will drive sales growth.
,
• Responsible for developing relationships with key entity contacts especially at the department head level in order to expand products and services within the plan.
,
• Helps and supports Program Director, including training on new presentations, product information and policy or process changes, etc.
,
• Acts as a team lead for a group of Retirement Specialists and functions as a point of contact for inquiries and help troubleshoot problems.
,
• Leads special projects that may relate to marketing, customer service, enrollment and other administrative processes of the deferred compensation program.
,
• Works with dedicated or regional home office teams to solve customer issues or implement actions to improve processes for the field.
,
• May perform other responsibilities as assigned.
Requirements
• Undergraduate studies in related field, insurance, business, marketing, preferred.
,
• 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.
,
• Expertise in the public sector business, with 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 with 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 required.
,
• Demonstrated ability to effectively manage a territory of clients.
Nice-to-haves
Benefits
• Medical, dental, and vision insurance
,
• Life insurance
,
• Short and long term disability coverage
,
• Paid time off with a minimum of 18 days 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 Apply tot his job
At Nationwide Financial, we are dedicated to delivering extraordinary care to help individuals and businesses prepare for and protect their retirement. As a Senior Retirement Specialist, you will play a crucial role in supporting a territory that includes Kansas City, MO. This position is not just about numbers; it’s about building relationships and providing education to ensure that our clients can retire successfully. You will be at the forefront of our efforts to engage with high-profile organizations, working collaboratively with multiple decision-makers to enhance and retain retirement plans. Your ability to connect, communicate, and collaborate will be essential in driving sales and providing exceptional service to plan participants. In this role, you will be responsible for scheduling and conducting one-on-one and group seminars for both potential and existing participants. You will assist the Program Director in territory planning and execution strategies, while also serving as a financial resource to participants by offering counseling on the features and benefits of defined contribution retirement savings plans. Your expertise will help drive sales growth and expand our products and services within the plan. Additionally, you will lead a group of Retirement Specialists, acting as a point of contact for inquiries and troubleshooting issues. Your leadership will extend to special projects related to marketing, customer service, and enrollment processes, ensuring that we continuously improve our services and meet the needs of our clients. This position requires a strong understanding of the public sector business, particularly knowledge of 457 plans and other financial products. You will need to navigate complex political and economic landscapes to achieve business results, and your ability to communicate effectively about annuity and investment products will be vital. With a focus on building and retaining relationships, you will be instrumental in helping our clients achieve their retirement goals while embodying the values of Nationwide Financial.
Responsibilities
• Schedules and conducts one-on-one and group seminars for potential and existing participants within an assigned territory.
,
• Assists/supports the Program Director in territory planning, execution strategies and team building/development activities.
,
• Serves 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 which will drive sales growth.
,
• Responsible for developing relationships with key entity contacts especially at the department head level in order to expand products and services within the plan.
,
• Helps and supports Program Director, including training on new presentations, product information and policy or process changes, etc.
,
• Acts as a team lead for a group of Retirement Specialists and functions as a point of contact for inquiries and help troubleshoot problems.
,
• Leads special projects that may relate to marketing, customer service, enrollment and other administrative processes of the deferred compensation program.
,
• Works with dedicated or regional home office teams to solve customer issues or implement actions to improve processes for the field.
,
• May perform other responsibilities as assigned.
Requirements
• Undergraduate studies in related field, insurance, business, marketing, preferred.
,
• 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.
,
• Expertise in the public sector business, with 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 with 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 required.
,
• Demonstrated ability to effectively manage a territory of clients.
Nice-to-haves
Benefits
• Medical, dental, and vision insurance
,
• Life insurance
,
• Short and long term disability coverage
,
• Paid time off with a minimum of 18 days 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 Apply tot his job