Nationwide Internal Retirement Specialist in Brea, California
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JOB SUMMARY: Primarily responsible for providing retirement plans expertise to participants. Acts as a consultant to provide specific education and advice based on the individual participants unique needs.
RELATIONSHIP: Reports to Program Director
DIRECT REPORTS: None
Receives inbound calls from participants and provides education and guidance regarding their retirement plan. Utilizes plan specific and industry expertise to provide information specific to the participant¿s individual retirement plan.
Proactively 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 individual 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 by proactively 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.
Performs other related duties as assigned.
Education: Undergraduate studies Business, Finance, Communications, Marketing or related field preferred.
Licenses/Certifications: FINRA Series 6, 63 and 65 licenses, Life and Health license are required. Associates must obtain the required Federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails or is unable to obtain required licenses/registrations within the time period designated by the business unit, the associate will be ineligible to continue in the position.
Experience: Minimum of two years of experience in a relationship/sales driven position. Experience in a sales call center environment preferred, as well as financial services background.
Skills/Competencies: Must have a drive for results, ability for relationship building (both internally and externally), positive outlook, consultative selling/advising skills, ability and willingness to follow processes, good time management/organization skills, be receptive to coaching, have a strong customer focus orientation, ability to balance multiple priorities, and have excellent communication skills including professional presence, listening, rapport building, writing skills, and presentation abilities.
Knowledge: In-depth knowledge of insurance and financial products. Knowledge of 457 defined contribution plans (retail/public sector market) preferred.
Values: Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors.
Staffing Exceptions to the above minimum job requirements must be approved by the: AVP of area and VP of HR
Overtime Eligibility: Not eligible (exempt)
Working Conditions: Normal working conditions.
ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.
Job Evaluation Activity: CB 12/2010
Additional Job Description
This position is located in the Savings Plus, State of California Walk in Office. The primary responsibility of this position, this associate will meet with Employees of the State of California providing 4579b) and 401(k) education face to face. This position will also conduct workshops at the location.
Job ID: 52210