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! At Nationwide®, on your side goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.

• FINRA Series 6 required.
• As this is a forward-facing role, strong communication and customer service skills required.
• This position is eligible for work from home, or hybrid.

Compensation Grade : G1 Payband; may be hired as F2 payband based on candidate experience.

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Job Description Summary

Our work helps people retire more successfully, with products and services that support financial well-being of retirement plans and their participants.

With strong teamwork and an outstanding culture, we combine technical expertise with relationship management to create better futures for these plans.

If you are ready to put your knowledge of financial products and services to use, can anticipate and solve challenges and provide outstanding customer service, we want to know more about you!

As a Consultant, you'll oversee the end-to-end transition and onboarding process for new plan sponsor clients within retirement plans.

Job Description

Key Responsibilities :

Oversees and leads the implementation / conversion of all complex, sensitive Third Party Administrators, PPA and bundled new business / conversion plans.

Coordinates the new business / conversion process with Internal New Business / Conversion teams, Sales and Administrators to ensure a successful conversion to Nationwide.

Interacts with advisory, plan sponsors, administrators, prior record keepers and funding providers to coordinate all activities within the new business / conversion experience.

Helps drive retention initiatives at Nationwide through interactions and consultations with Private Sector retention team.

Collaborates with Retention Team and manages product conversion activity generated by that group.

Functions as a subject matter resource for all Nationwide products, processes; answers complex questions from all input channels.

Resolves complicated and escalated service and sales issues for internal and external partners.

Dedicated PPA Pinnacle Relationship management within new business experience.

Stays current on ERISA-based knowledge, plan design activity, bundled plan administration and employs optimal practices when driving the new business / conversion project management protocols.

May represent New Business on large plan point-of-sales presentations or in-person legal document signing meetings.

Represent new business / conversion in process improvement activities and pivotal initiatives.

May perform other responsibilities as assigned.

Reporting Relationships : Reports to Manager and does not have direct reports.

Education : Bachelor's degree preferred, with a concentration in business, marketing, finance or related field or equivalent related work experience.

Participation in professional development programs such as ASPPA, CEBS, or NIPA is desirable.

License / Certification / Designation : FINRA Series 6 license required. Associates must acquire the required federal and / or state licenses / registrations within the time period designated by the business unit.

Additional licenses / registrations may be required when new products and services are implemented. If an associate fails or is unable to obtain required licenses / registrations within the designated time period, the associate will be ineligible to continue in the position.

Experience : Typically, more than five years in pension design, administration, record-keeping or related financial services experience.

Knowledge, Skills and Ability : Sophisticated knowledge in retirement plan funding platforms and ERISA fundamentals and concepts.

Intermediate to advanced knowledge of industry competitor practices in the areas of plan transition, conversation process and conversation reporting.

Thorough understanding of Nationwide private sector retirement plan platform, products, capabilities, processes and policies across multiple service models.

Strong client relationship management skills, excellent written and verbal communication skills, ability to effectively communicate technical and complex information into easily understood terms.

Strong interpersonal and facilitation skills. Familiarity with ERISA plan documents, project management skills, ability to interact with company owners, key advisory and Nationwide executives.

Strong ability to manage escalated issues and defuses sensitive situations. Strong decision making skills. Proven team building and collaboration skills as displayed within team and across business.

Ability to set priorities and handle multiple demands.

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 HR Business Partner.

Values : Regularly and consistently demonstrates the Nationwide Values.

Job Conditions :

Overtime Eligibility : Exempt (Non-eligible)

Working Conditions : Normal office environment.

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 09 / 06 / 2024. 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.

Last updated : 2024-08-25