Virtual Retirement Specialist

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.

Virtual Retirement Specialist within the Retirement Resource Group supporting smaller governmental plans in Alaska, California, Colorado, Idaho, Kansas, Montana, Nevada, Oregon, Texas, Utah, Washington, Wyoming. This role will be remote but will likely require some travel within the territory and will partner closely with both RRG and the local Retirement Specialist teams.

Overview

• Support both plan sponsors and participants throughout the territory through virtual 1:1s, workshops, and webinars
• Drive enrollment, renewals, and rollover sales within the territory
• Cultivate and maintain relationships with key contacts in an effort to grow plan assets
• Deliver impactful education and retirement planning through meetings, webinars, and seminars

Requirements

• 3–5 years in retirement planning, retirement solutions, or sales/relationship roles
• FINRA Series 6, 63, and 65 or (7/66) licenses and resident life insurance license
• A passion for education, strategic thinking, and helping others achieve financial confidence

This role will be remote but will likely require some travel within the territory and will partner closely with both RRG and the local Retirement Specialist teams.

Overview

• Support both plan sponsors and participants throughout the territory through virtual 1:1s, workshops, and webinars

• Drive enrollment, renewals, and rollover sales within the territory

• Cultivate and maintain relationships with key contacts in an effort to grow plan assets

• Deliver impactful education and retirement planning through meetings, webinars, and seminars

Requirements

• 3–5 years in retirement planning, retirement solutions, or sales/relationship roles

• FINRA Series 6, 63, and 65 or (7/66) licenses and resident life insurance license

• A passion for education, strategic thinking, and helping others achieve financial confidence

This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program.

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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 Retirement Specialist, you'll help drive sales growth by providing retirement planning and education while delivering service to plan participants. You will develop, manage and retain relationships with plan participants and have regular retirement education and planning interactions with them. You'll identify prospective new small case employer clients and take actions to acquire new small cases.

Job Description

Key Responsibilities:

• Develops positive relationships with key public sector employer entity contacts within assigned territory.

• Schedules and conducts one-on-one and group seminars for potential and existing participants within an assigned territory.

• 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 drive sales growth.

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 a deep understanding of the public sector business to apply knowledge of 457 plans, additional financial products and services to the business. Comprehension of annuity and investment products with the ability to effectively communicate product information. Understanding of the competitive landscape a plus. Excellent sales, communication and presentation skills required. Proven track record to maintain a territory of clients. Ability to work independently with little supervision.

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 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 currently anticipate accepting applications until 03/20/2026. However, we encourage early submissions, as the posting may close sooner if a strong candidate slate is identified before the deadline.

Benefits

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.