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Retirement Specialist


in Seattle, WA

Nationwide Retirement Solutions is recruiting for two Deferred Compensation Education Consultants that are exclusively dedicated to the City of Seattle Voluntary Deferred Compensation Plan and its employees. The candidate will need to have industry experience and the ability to communicate in both one-on-one and group presentation settings.

The primary role of the Deferred Compensation Education Consultant is to provide education about the Plan to employees, participants, and beneficiaries in a group meeting setting, including a consultative manner as a one-on-one, both offsite and onsite at the Seattle Municipal Tower in downtown Seattle. The Consultant will also be required to travel periodically to other locations in Skagit County and Nehalem, and must have a clean driving record in the State of Washington.

Nationwide Retirement Solutions requires Series 6, 63, 65 and State Life and Health Insurance licenses. As part of additional development long-term, the candidate will also be required to obtain the CRC.

Additionally, selected candidates will attend a one-week new employee training in Columbus for training on topics such as sales process, product/plan knowledge, technology, compliance, marketing and presentation skills.  Will also participate in on-going training sessions through their Program Director and through company-offered training, as well as City of Seattle culture training.  


Provide education about the City’s Voluntary Deferred Compensation Plan to a diverse and dynamic workforce through one-on-one and/or group meeting settings. In coordination with City Plan Staff, develop, manage, and retain relationships with City departments in ensuring education strategies are effective. Also, develop strategies to enhance retirement readiness for employees that have had limited access to the Plan. Must have a rich understanding of the public sector business to apply knowledge of 457, and impact of political and economic landscapes to the business.


Reports to Retirement Services Program Director - Non Standard.  No direct reports.


  • In coordination with City Plan Staff, develop productive relationships with public sector department contacts to determine their education needs.
  • Schedules and conducts one-on-one and group seminars for potential and existing participants.
  • Serve as a financial resource to existing and potential participants by providing counseling and guidance on the features and benefits of 457(b) plans.
  • Assist in the creation of attractive marketing campaigns to increase attendance and awareness of the Plan.
  • Performs other duties as assigned.


  • Education:  Undergraduate studies in related field (insurance, business, marketing) preferred.
  • Experience: Three years of related experience in financial or educational services functions. Series 6 is required. Series 63 and 65 may be necessary.
  • Knowledge:  Solid understanding of the financial services industry and experience with 457(b) plans. Comprehension of investment products with the ability to effectively communicate product information. Understanding of the competitive landscape a plus.
  • Skills:  Excellent communication and presentation skills required. Demonstrated ability to maintain a territory of departments. Must be able to work independently with little supervision.


  • Overtime Eligibility: Not Eligible (Exempt)
  • 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 Company’s 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.

How to Apply

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This ad has been viewed 970 times. It expires on 4/29/2017.

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