Sr. Retirement Specialist (Public/Government Sector Retirement Plans)
Core
Drive sales, provide education, and deliver service for public sector retirement plan participants in Southern Indiana/Kentucky.
Role type
Senior Retirement Specialist (Public/Government Sector)
Builds
Defined contribution retirement savings plans and deferred compensation programs for government entities.
Domain
Public sector finance and retirement planning
Deliverable
client delivery
Required skills
Public sector business expertise, 457 plan knowledge, annuity and investment product knowledge, territory management, sales, presentation
Preferred skills
FINRA Series 6, 63, 65 licenses, life and health licenses, undergraduate degree in insurance/business/marketing
Technologies
Nationwide Retirement Plans
Responsibilities
Conduct one-on-one and group seminars for participants, develop relationships with department heads to expand products, act as team lead for specialists, troubleshoot customer issues, lead special projects on enrollment and administrative processes
Seniority
Senior, hands-on IC