There are two Retirement Specialists dedicated to the City of Philadelphia.
Role requires Series 6 and 63.
JOB SUMMARY: To help drive sales growth by providing retirement planning and
education and delivering service to public sector employees. Develop, manage, and retain relationships with public sector employers. Have regular retirement education and planning interactions with public sector employees. Identify prospective new small
case employer clients, and take actions to acquire new small cases. Must have a rich understanding of the public sector business to apply knowledge of 457, additional financial products and services, and impact of political and economic landscapes to the
RELATIONSHIP: Reports to Retirement Services Program Director. No direct reports.
Develop productive relationships with key public sector employer entity
contacts within assigned territory.
Schedules and conducts one-on-one and group seminars for potential and existing participants within an assigned territory.
Serve 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 drive sales growth.
Performs other duties as assigned
Education: Undergraduate studies in related field (insurance, business, marketing) preferred.
Experience: Three years of related experience in financial, sales or educational services functions. Series 6 license, and
life and health licenses required. Series 63 and 65 may be necessary.
Knowledge: Comprehension of annuity and investment products with the ability to effectively communicate product information.. Understanding of the competitive
landscape a plus.
Skills: Excellent sales, communication and presentation skills required. Demonstrated ability to maintain a territory of clients. Must be able to work independently with little supervision.
Values: Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors.
Staffing Exceptions to the above minimum job requirements must be approved by the: VP Sales and VP HR
Overtime Eligibility: Not Eligible
Working Conditions: Travel within assigned territory required. May be required to work from home. Must have a valid drivers license with satisfactory
driving record in accordance with the standards stated in the Companys Fleet Manual.
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.