Senior Retirement Specialist- South Bay & Peninsula



Florida, USA · San Mateo, CA, USA · Ohio, USA
Posted on Tuesday, August 8, 2023
Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you!

FINRA Series 6, 63 and 65 required within 120 days of employment

State Life & Health license required within 120 days of employment

This position will support a territory including the Bay Area and Northern California.

Job Description Summary

At the heart of our work with retirement plans for high-profile organizations is the desire to help individuals retire successfully. Multiple decision-makers are engaged in plan selection, enhancements and retention, requiring teamwork, strategic thinking and superior relationship management on various levels. If you can collaborate, connect and communicate to build, grow and retain important and productive business relationships, we want to know more about you!

As a Senior Retirement Specialist, you'll drive sales, provide education and deliver service for plan participants. You will develop, manage and retain relationships with participants and have regular retirement education and planning interactions with them. You will identify prospects and acquire new small cases.

Job Description

Key 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.

Reporting Relationships: Reports to Retirement Services Program Director; no direct reports.

Typical Skills and Experiences:

Education: Undergraduate studies in related field, insurance, business, marketing, preferred.

License/Certification/Designation: FINRA Series 6 license, and life and health licenses required; series 63 and 65 may be necessary.

Experience: Three years of related experience in financial, sales or educational services functions.

Knowledge, Abilities and Skills: Must have expertise in the public sector business, and use 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.

Other criteria, including leadership skills, competencies and experiences may take precedence.

Staffing exceptions to the above must be approved by the hiring manager’s leader and Human Resources Business Partner.

Values: Regularly and consistently demonstrates the Nationwide Values.

Job Conditions:

Overtime Eligibility: Exempt (Not eligible)

Working Conditions: Travel within assigned territory required. May be required to work from home. Must have a valid driver’s license with satisfactory driving record in accordance with Nationwide standards.

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.


We have an array of benefits to fit your needs, including: 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. To learn more about the benefits we offer, click here.

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.

Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range.The national salary range for Senior Retirement Specialist : 58,000.00-119,000.00The expected starting salary range for Senior Retirement Specialist : 64,000.00 - 96,000.00