Nationwide Mutual Insurance

Sr. Retirement Specialist

Nationwide Mutual Insurance
California, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to Nationwide Mutual Insurance! We are currently seeking a Senior Retirement Specialist to join our team and help us fulfill our mission of protecting people, businesses and futures with extraordinary care. As a Senior Retirement Specialist, you will play a crucial role in providing our clients with expert guidance and support in planning for their retirement. We are looking for a highly experienced and knowledgeable individual who is passionate about helping others achieve their financial goals. If you have a deep understanding of retirement planning, excellent communication skills, and a client-focused mentality, we would love to hear from you!

  1. Provide expert guidance and support to clients in retirement planning.
  2. Develop and maintain a deep understanding of retirement planning strategies and products.
  3. Conduct comprehensive retirement planning assessments for clients.
  4. Educate clients on retirement planning options and help them make informed decisions.
  5. Stay up-to-date on industry trends and changes in retirement planning regulations.
  6. Build and maintain strong relationships with clients to ensure their long-term satisfaction.
  7. Collaborate with other team members to develop and implement effective retirement planning solutions.
  8. Create personalized retirement plans tailored to each client's specific needs and goals.
  9. Assist clients with navigating complex retirement planning processes and paperwork.
  10. Continuously evaluate and improve retirement planning processes and procedures.
  11. Represent the company in a professional and positive manner at all times.
  12. Meet and exceed performance metrics and targets set by the company.
  13. Maintain accurate records and documentation of client interactions and transactions.
  14. Participate in training and development opportunities to enhance skills and knowledge.
  15. Provide exceptional customer service and support to clients at all times.
Where is this job?
This job is located at California, USA
Job Qualifications

  • Extensive Knowledge Of Retirement Plans: The Ideal Candidate For A Sr. Retirement Specialist Position At Nationwide Should Possess A Deep Understanding Of Various Retirement Plans, Including 401(K), 403(B), And Pension Plans.

  • Experience In Retirement Planning: The Candidate Should Have A Minimum Of 5 Years Of Experience In Retirement Planning, Preferably In A Corporate Or Financial Setting. This Will Demonstrate Their Ability To Effectively Advise Clients On Retirement Strategies.

  • Strong Communication Skills: As A Sr. Retirement Specialist, The Candidate Will Be Responsible For Communicating Complex Retirement Concepts And Strategies To Clients. Therefore, Excellent Verbal And Written Communication Skills Are Essential For This Role.

  • Certification In Retirement Planning: Nationwide Prefers Candidates Who Have Obtained Relevant Certifications Such As Certified Retirement Counselor (Crc) Or Accredited Retirement Advisor (Ara). These Certifications Demonstrate A Commitment To Ongoing Education And Expertise In The Field.

  • Proven Sales Experience: The Sr. Retirement Specialist Will Also Be Responsible For Generating New Business And Meeting Sales Targets. Therefore, The Ideal Candidate Should Have A Track Record Of Success In Sales, Preferably In The Retirement Planning Industry.

Required Skills

  • Financial Analysis

  • customer service

  • Investment Management

  • Risk assessment

  • wealth management

  • Retirement planning

  • Estate Planning

  • Tax Planning

  • Insurance Products

  • Annuity Products

  • Social Security Benefits

Soft Skills

  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Sr. Retirement Specialist in California, USA is $82,000 to $120,000 per year. However, this can vary depending on the specific company, location, and experience of the individual. Some companies may offer higher salaries for this position, while others may offer lower salaries. Additionally, factors such as education, certifications, and performance can also impact the salary range for this role.

Additional Information
Nationwide Mutual Insurance is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 22nd, 2025
Apply BeforeMay 10th, 2026
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About Nationwide Mutual Insurance

Nationwide Mutual Insurance Company and affiliated companies, commonly shortened to Nationwide, is a group of large U.S. insurance and financial services companies based in Columbus, Ohio. The company also operates regional headquarters in Scottsdale, Arizona; Des Moines, Iowa and San Antonio, Texas.

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