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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.
REPORTING RELATIONSHIPS: Reports to Education & Enrollment Manager.
CORE JOB DUTIES & RESPONSIBILITIES:
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.
TYPICAL JOB REQUIREMENTS:
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