Nationwide · 9 hours ago
Internal Retirement Specialist
Ohio
Full-time
Onsite
Entry, Mid Level
$52K/yr - $78K/yr
2+ years expNationwide is a Fortune 100 company focused on providing extraordinary care to help individuals and businesses prepare for their future. The Internal Retirement Specialist will provide retirement plan expertise and guidance to participants, helping them make informed decisions about their retirement plans and build strong relationships with field specialists.
BankingFinancial ServicesInsuranceLife Insurance
No H1B
Responsibilities
Receives inbound calls from participants and provides education and guidance regarding their retirement plan. Uses plan-specific and industry expertise to provide information specific to the participant's individual retirement plan
Initiates calls to targeted participants to discuss contribution levels and encourage appropriate increases in deferrals to support retirement goals
Completes account reviews as requested by participants to analyze individual risk assessment and advise on asset allocation options based on individual results. May offer additional services, e.g., ProAccount for those individuals who prefer automatic account management
Calculates retirement projections for participants as requested and provides counsel on results
Provides education to participants to understand individual retirement distributions, transfers or consolidation needs
Builds strategic relationships with field Retirement Specialists and Program Directors through advising and consulting, in support of business unit sales goals
Acts as a consultant providing retirement plan expertise, recommendations, and practice management advice to field Retirement Specialists and Program Directors within assigned territory(s)
Applies knowledge of industry trends, competitive intelligence, state legislation, market movements and investment changes/performance to advise and consult with the field Retirement Specialists and Program Directors
May perform other responsibilities as assigned
Qualification
Required
FINRA Series 6, 63 and 65 licenses
Life and Health license
Minimum of two years of experience in a relationship/sales driven position
In-depth knowledge of insurance and financial products
Drive for results
Ability for relationship building
Positive outlook
Proven consultative selling/advising skills
Ability to follow processes
Strong time management/organization skills
Receptive to coaching
Customer focused
Ability to balance multiple priorities
Excellent communication skills
Preferred
Bilingual in Spanish and English
Experience in a sales call center environment
Knowledge of defined contribution plans
Benefits
Medical/dental/vision
Life insurance
Short and long term disability coverage
Paid time off with newly hired associates receiving 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
And more
Company
Nationwide
Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Jim Grafmeyer
VP, Chief Enterprise Architect
Tony Fenton
Vice President Commercial Lines Underwriting & Product - Commercial, E&S and Specialty
Recent News
2025-11-24
2025-10-20
2025-09-27
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