Senior Retirement Specialist
$68k - $127kNationwide Mutual Insurance Company
This position will support the city of Tampa and Hillsborough County.**Financial advisor experience preferred.**The ideal candidate will have the following:* Strong presentation and communication skills for effective seminar delivery.* Excellent relationship-building abilities to foster connections with clients and stakeholders.* Leadership skills to guide and support a team of specialists.* Problem-solving skills to address customer inquiries and improve processes.* Knowledge of defined contribution retirement savings plans and financial counseling.**Required Licensure:**FINRA Series 6, 63, and 65 or Series 7 & Series 66Life & Health license required.#LI-YA1**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.**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. To learn more about the benefits we offer, .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. **NOTE TO EMPLOYMENT AGENCIES:**We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.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. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule.The national salary range for Senior Retirement Specialist : $68,000.00-$127,000.00The expected starting salary range for Senior Retirement Specialist : $68,000.00 - $102,000.00At Nationwide, we find purpose in protecting people, businesses and futures with extraordinary care – and we’ve been doing that since 1926. Our financial strength and caring culture extend beyond our associates into the communities we serve. You really can *feel* the difference at Nationwide, which is why we continue to be named one of the Fortune 100 Best Companies To Work For. Check out why others think we're , too, and let us know – #J-18808-Ljbffr Nationwide Mutual Insurance Company
- Prescient Edge is seeking a Senior Program Specialist to support a Federal Government client. Please note that the availability of this position... ...vision, dental, and orthodontia coverage. A substantial retirement plan with no vesting schedule. Career development...SeniorRetirementContract work
- Overview Celestar Corporation is seeking a Senior Program Specialist (SPS) to support USSOUTHCOM J26 ENHANCED DOMAIN AWARENESS task order . The... ...disability coverage. Additionally, we provide a 401(k)-retirement plan with company matching, paid holidays, and personal time...SeniorRetirementFull timeLocal areaRemote work
$94.46k - $107.95k
...and Transit and Parking where applicable); Disability insurance; Life Insurance and Accidental Death & Dismemberment; 401(k) Plan; Retirement Counseling; Employee Assistance Program; Paid Time Off (starting at 16 days); Paid Holidays (9 days); Back-Up Dependent Care (up...SeniorRetirementFlexible hours$18.65 - $19.9 per hour
...at Jupiter - Breast Center in Jupiter, FL\*\*\*\*The **Senior Patient Access Specialist** is responsible for performing admitting duties for all... ...of you and your family, including healthcare, time off, retirement, and well-being programs.* **Our Culture** - Ensemble is...SeniorRetirementWork at officeRemote work$15 per hour
Safety Specialist, Senior page is loaded## Safety Specialist, Seniorlocations: Busch Gardens Tampatime type: Full timeposted on: Posted Todayjob... ...Merchandise* Medical, Dental, and Vision Insurance* 401K Retirement plan* Voluntary Insurance* Life Insurance* Disability...SeniorRetirementLocal areaFlexible hoursShift workNight shiftWeekend work- and statements.**Job Summary**The Senior Athletics Grounds Turf & Clay Specialist is responsible for maintenance and care of the fields and surrounding... ...earnings and $25,000 State life insurance* Florida Retirement System (FRS) Pension Plan with a fixed percentage employer...SeniorRetirementHourly payFull timeTemporary workPart timeRelocation packageFlexible hoursNight shiftWeekend workAfternoon shift
$98k - $149k
...Services (BGS), Distribution Business, is looking for a Senior Project Management Specialist to join our team in Hialeah, FL, Boothwyn, PA, Enfield,... ..., flexible spending accounts, health savings accounts, retirement savings plans, life and disability insurance programs,...SeniorRetirementPermanent employmentWork experience placementRelocationVisa sponsorshipWork visaRelocation packageFlexible hoursShift workDay shift$120k - $160k
...LRP Media Group is seeking an HRIS & Reporting Specialist to serve as the functional owner for the Workday platform. The role requires 7+ years of experience in Workday functional configuration, advanced reporting expertise, and a strong analytical mindset. This position...Senior- ...North American Partners in Anesthesia is seeking a Claims Reimbursement Specialist in New York. The role includes coordinating unpaid claims, resolving billing errors, and maintaining accurate account records. Ideal candidates will have 3-5 years of experience in healthcare...Senior
- A leading health care services provider is seeking a professional to coordinate and manage follow-up on unpaid claims. This role includes identifying and resolving billing errors, as well as appealing denied claims. Successful candidates will have 3 to 5 years of experience...Senior
- NextEra Energy Resources is seeking a Senior Wind Turbine Troubleshooting Support Technician to deliver real-time technical support for wind sites across the US and Canada. Candidates must have strong troubleshooting skills and SCADA systems experience. This role offers...Senior
- A Veteran-Owned Small Business is seeking a Senior Program Specialist to support a Federal Government client. The role involves applying emerging technologies, providing technical and operational support, and mentoring senior leadership. A Master’s degree or equivalent...Senior
$63k - $128k
The Boeing Company is seeking an Associate/Experienced Capability Specialist to join the Distribution Services team. This role involves supporting the deployment and sustainment of demand forecasting and inventory planning tools. Candidates should have over 3 years of...Senior- A healthcare facility in New York seeks a Cardiovascular Invasive Specialist 2 to perform diagnostic and interventional procedures. Responsibilities include assisting with equipment, monitoring patient vital signs, and ensuring supplies and equipment are maintained. Candidates...SeniorShift work
$25.19 - $32.75 per hour
Encore Global is seeking a Sr. Technical Specialist in Town of Florida, NY. The role focuses on the technical setup and operation of full-production events in a hospitality environment. Responsibilities include ensuring event success through technical expertise, maintaining...SeniorHourly pay$155k - $175k
Franklin Templeton Investments is seeking a Fixed Income Attribution Senior Consultant to lead the analysis and validation of performance attribution across fixed income portfolios. The role emphasizes collaboration with investment teams to ensure accuracy in performance...Senior- Senior Specialist, Client Service Management We’re seeking a future team member for the role of Senior Specialist, Client Service Management to join our Total Wealth Services Ops team. This role is located in Lake Mary. Responsibilities Serve as a point of contact to...SeniorWork experience placement
- CNA Insurance is looking for a detail-oriented professional to manage agent licensing and contracting processes in New York. This position serves as the licensing customer service contact, handling inquiries and ensuring compliance with state regulations. Applicants must...Senior
- BNY Mellon is looking for a Corporate Actions specialist in the Town of Florida, New York. The role involves mandatory and voluntary corporate action-related custody and accounting processing, managing risk and liability, and providing client solutions. Candidates should...Senior
$120k - $160k
...Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families... ...registered investment advisers. Summary: The HRIS & Reporting Specialist serves as the functional owner and subject matter expert for the...RetirementWork at officeRemote work- Mitsubishi Power Americas is seeking a Global Sourcing Specialist III in New York to manage global sourcing and procurement activities for power generation projects. Responsibilities include evaluating supplier quotations, issuing purchase orders, and tracking delivery...Senior
- Velera, located in the Town of Florida, New York, is seeking a Settlement Resolution Specialist. In this role, you will provide senior-level guidance on escalated settlement inquiries relating to chargebacks and errors. The position demands in-depth knowledge of settlement...Senior
- Resident Salon Services is seeking a part-time Resident Hair Specialist in New York. The ideal candidate will be a Licensed Cosmetologist... ...3 years experience, delivering personalized hair services to seniors. Enjoy a commission-based pay structure with no weekend or...SeniorPart time
- BNY Mellon is seeking a Senior Specialist, Control to join their Government Securities Services Enablement Platform Control team. This role, located in Lake Mary, FL, involves supporting compliance obligations and conducting risk assessments, ensuring adherence to policies...Senior
- A leading aerospace manufacturer in Cape Canaveral, FL is seeking a Thermal Hardware Specialist to oversee fiber delivery casting operations. The ideal candidate will have over 5 years of experience in manufacturing processes and a high school diploma. Your role will include...Senior
- A defense technology firm is seeking a Senior Program Specialist to provide operational and intelligence support for military initiatives. Key responsibilities include applying advanced technological capabilities and mentoring senior leadership. Applicants should have a...SeniorFull timeRemote work
- At BNY, our culture allows us to run our company better and enables employees’ growth and success. We are a leading global financial services company that influences nearly 20% of the world’s investible assets. This position is located in Lake Mary, FL. Responsibilities...SeniorWork experience placementFlexible hours
- A leading healthcare institution in New York is seeking a Cardiovascular Invasive Specialist 2 to perform essential diagnostic and interventional procedures. The role involves patient monitoring, equipment operation, and maintaining a safe procedural environment. Applicants...Senior
- Job Summary Baptist Medical Center is hiring an Office Specialist II for the AgeWell Department. Shift: Monday - Friday, 8:00 AM - 5:00 PM Location: Baptist Senior Care at Fernandina Beach. The Office Specialist II will support the AgeWell Department by accurately registering...SeniorWork at officeMonday to FridayShift work
- BayCare Health System is seeking a Health Information Management Specialist Sr in Town of Florida, New York. This full-time position includes responsibilities for maintaining accurate electronic medical records and ensuring compliance with relevant standards. Candidates...SeniorFull time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Retirement Specialist. Be the first to apply!
- protection specialist Florida, NY
- mental health specialist Florida, NY
- outreach specialist Florida, NY
- community outreach specialist Florida, NY
- registration specialist Florida, NY
- accessibility specialist Florida, NY
- intake specialist Florida, NY
- bilingual specialist Florida, NY
- governance specialist Florida, NY
- candidate experience specialist Florida, NY

