Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

Specialist, Education & Enrollment - 401K

Expired Job

Nationwide Garden City , NY 11599

Posted 2 weeks ago

If you're passionate about becoming a Nationwide associate and believe you have the potential to be something great, let's talk.

Number 54 on the Fortune Magazine 100 Best Places to Work.

This position will require extensive travel in the NYC, Northern NJ, CT and New England areas to provide retirement education to 401k plan participants.

The ideal candidate will have retirement plans/401k experience.

Candidates bilingual in Spanish strongly preferred.

Pay Band: 99

Responsible for coordinating and providing enrollment and education meetings (virtual and in person) focused on encouraging employee participation in the retirement plan. Conduct ongoing education sessions to reinforce the benefits of plan participation, focus on retirement readiness and increase participation in the established plans.

Job Description

REPORTING RELATIONSHIPS: Reports to Education & Enrollment Manager.


  • Schedules and conducts initial enrollment meetings aimed at educating plan sponsors and potential plan participants, focusing on the value of participating in their retirement plan, as well as maximizing plan participation levels. Focuses on helping plan participants increase their retirement readiness.

  • Delivers ongoing education and re-enrollment meetings to existing and potential plan participants. Works to educate plan participants on retirement readiness, ongoing through the various phases of their career.

    Focuses on increasing participation levels of eligible employees and increasing deferral percentages of the plan participants. Partnering with the Advisor, continuously helps ensure participants have the Nationwide tools and resources to prepare for retirement.

  • Presents information to existing and potential participants on products that may be available in the plan.

  • Contributes to and participates in projects and Advisory Board work designed to enhance delivery and make recommendations for improvement for initiatives across the business.

  • Provides training to Plan Sponsors and Participants of the tools and resources on the Internet Service Center.

  • Answer question on completion of legal docs and who should have that responsibility.

  • Assists in training PPA representatives to deliver enrollment and education sessions consistent with internal standards.

  • Performs other duties as assigned.


Education: Undergraduate studies in business or finance or related fields preferred.

License/Certification/Designation: FINRA 6, 63, 65 (or 7/66) Required.

Must obtain 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 time period designated by the business unit, the associate will be ineligible to continue in the position. Designations such as AIF and other Retirement Plan designations are strongly encouraged.

Experience: Two to Three years in the financial services industry, with a preference of time spent in retirement plans.

Must have in-depth understanding of the retirement plan business and working knowledge of ERISA, recordkeeping and plan investments.

Skills/Competencies: Excellent presentation/verbal and written communication skills.

Proficient in using technology to present content/meetings. High attention to detail, learning agility, time management, technical and negotiation skills; ability to learn and execute processes and procedures. Proficient in using computers and related common office software and other applicable business applications. Spanish Speaking strongly preferred.

Values: Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors.

Staffing Exceptions to the above Minimum Job Requirements must be approved by the: HRBP and hiring managers leader.


Overtime Eligibility: Not Eligible (Exempt)

Working Conditions: Normal office environment or home office. Some positions require extensive travel.

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.


Additional Job Description

Job ID: 53179

See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Client Relationship Specialist Garden City NY (Long Island)

Charles Schwab Corporation

Posted 7 days ago

VIEW JOBS 12/3/2018 12:00:00 AM 2019-03-03T00:00 Description: Garden City - NY, BRNYGC, 600 Old Country Road, 11530-2045 Michelle Lynn Huber 20181109-7044 We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client's goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of 'own your tomorrow' every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed. As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future. Our Opportunity: Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it's retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help. To learn more about our client offerings visit: Charles Schwab - Investor Services What you'll do: Building strong, personal relationships with our clients is a key component of our business strategy. Our Client Relationship Specialists will pursue this mission through: * Greeting our clients and prospects as they arrive at the branch * Delivering unparalleled value, outstanding service and providing a positive client experience * Assisting the Branch Manager and sales staff with meeting our client's needs We are looking for people with a passion for helping clients. You will be responsible for: * Receiving checks and or security deposits, check disbursements and new account processing * Proactively uncovering additional business development opportunities * Scheduling clients with an Associate Financial Consultant and/or Financial Consultant for further consultation We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value teamwork, integrity, service, open communication, and perseverance. If you want to work at a firm that truly values your contributions, consider a career at Charles Schwab. To learn more about the culture at Schwab, click here to meet our people. What you have: We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: * Minimum 12 months in a client service industry * Basic understanding of brokerage regulations and rules that govern client accounts * Demonstrated experience handling client concerns and issues with tact and diplomacy * Outstanding written and oral communication skills * Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously * Ability to manage multiple client situations, needs and inquiries simultaneously * Must be able to develop and maintain good cross enterprise working relationships Education, Licenses, and Designations * Bachelor's degree or equivalent work related experience * A valid and active Series 7 license is required (may be obtained under a condition of employment) * A valid and active Series 63 license is required (may be obtained under a condition of employment) * Notary preferred What you'll get: * Comprehensive Compensation and Benefits package * Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts * Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program * Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions * Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships * Not just a job, but a career, with an opportunity to do the best work of your life Learn more about Life@Schwab. Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online. Job SpecificationsRelocation Offered?:NoWork Schedule:DaysLanguages:English - spokenCurrent Licenses / Certifications:FINRA Series 63, FINRA Series 7Relevant Work Experience:Customer Service-2-5 yrs, Brokerage Operations-2-5 yrs, Financial Services-2-5 yrs, Banking-2-5 yrsPosition Located In:NY - Garden CityEducation:BA/BSJob Type:Full Time Category:Customer Service/Client Service Activation Date: Monday, November 12, 2018 Expiration Date: Sunday, December 16, 2018 Apply Here Charles Schwab Corporation Garden City NY

Specialist, Education & Enrollment - 401K

Expired Job