Remote opportunity at
NationwideInternal Retirement Specialist
Nationwide seeks a remote Internal Retirement Specialist to join its financial services team on a full-time basis. In this role, the selected professional will deliver retirement…
Career Tools
About This Role
Nationwide seeks a remote Internal Retirement Specialist to join its financial services team on a full-time basis. In this role, the selected professional will deliver retirement plan expertise, guidance, and advice directly to plan participants. Responsibilities include fielding incoming participant inquiries, conducting portfolio and risk assessments, calculating retirement projections, and educating individuals on distribution options and contribution strategies. Additionally, the specialist will consult with field representatives and program directors to…
Job Description
Nationwide seeks a remote Internal Retirement Specialist to join its financial services team on a full-time basis. In this role, the selected professional will deliver retirement plan expertise, guidance, and advice directly to plan participants. Responsibilities include fielding incoming participant inquiries, conducting portfolio and risk assessments, calculating retirement projections, and educating individuals on distribution options and contribution strategies. Additionally, the specialist will consult with field representatives and program directors to support territory sales objectives.
This opportunity is well-suited for individuals with a background in financial services, a talent for relationship-building, and strong consultative skills. Candidates must possess specific industry licenses and be prepared to manage multiple priorities in a goal-oriented environment. Nationwide operates as a Fortune 100 company providing insurance and financial services designed to help individuals and businesses prepare for the future.
Responsibilities
- Handle inbound participant calls to deliver education and guidance regarding retirement plans
- Reach out to targeted participants to encourage higher contribution deferrals
- Perform account reviews to evaluate risk tolerance and advise on appropriate asset allocations
- Offer specialized services such as automated account management when suitable
- Calculate retirement projections and counsel participants on outcomes
- Educate individuals on distribution, transfer, and consolidation options
- Partner with field Retirement Specialists and Program Directors to support business sales goals
- Consult on market trends, competitive intelligence, legislation, and investment performance within assigned territories
Requirements
- Hold FINRA Series 6, 63, and 65 licenses
- Hold a Life and Health license
- Accumulate at least two years of experience in a relationship or sales-driven role
- Reside within the lower 48 United States
Qualifications
- Undergraduate coursework in business, finance, communications, marketing, or a related discipline
- Experience working in a sales call center setting
- Background within the financial services industry
- Familiarity with defined contribution plans
- Bilingual abilities in Spanish and English
Core Skills
Benefits
- Medical, dental, and vision insurance coverage
- Life insurance along with short-term and long-term disability protection
- Paid time off starting at a minimum of 18 days annually for new hires, pro-rated quarterly
- Nine paid holidays per year
- Eight hours of Lifetime paid time off
- Eight hours of Unity Day paid time off
- 401(k) plan featuring a company match
- Company-sponsored pension plan
Frequently Asked Questions
Is this position remote?
Yes, this role is fully remote and can be performed from any of the lower 48 U.S. states.
What licenses are required for the Internal Retirement Specialist role?
Candidates must hold FINRA Series 6, 63, and 65 licenses, as well as a Life and Health license.
What is the salary range for this job?
The expected starting salary range is $52,000 to $78,000, while the broader national salary range for the position is $52,000 to $97,000.
What type of employment is this?
This is a full-time position.
Sample Interview Questions
AI-generated questions tailored to this specific role — a preview of the full practice set.