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Retirement Solutions Consultant

2 months ago

Columbus, Ohio, United States Nationwide Private Client Full time
Job Description

Job Title: Consultant Relationship Manager

Job Summary:

We are seeking an experienced thought leader with a deep understanding of the retirement business to join our team at Nationwide Private Client. As a Consultant Relationship Manager, you will be responsible for advancing the Nationwide brand and reputation with targeted consultants by demonstrating a thorough understanding of each consulting firm's needs, processes, and expectations.

Key Responsibilities:

  • Establish and manage relationships with key public sector consultants and their firms across the United States.
  • Deliver timely and relevant thought leadership and industry knowledge to consultants to make Nationwide their vendor/partner of choice.
  • Enable consultants to offer education opportunities and tools that can be used by plan sponsors to drive their business.
  • Create sales activation by connecting thought leadership to Nationwide's offerings and expertise in the marketplace.
  • Influence and educate consultants and firms on Nationwide features, capabilities, and value statement to have consultants positively position the company with public sector clients.
  • Participate in acquisition and retention RFP process that involves a consultant and coordinate closely with bid owner to assure RFP and finalists presentation are guided towards consultant and clients buying sentiment.
  • Advocate on behalf of the consultant's firms to ensure their needs, goals, opportunities, and concerns are understood within Nationwide Private Client.
  • Collaborate with colleagues to strategize, communicate, and implement consultant-wide plans.
  • Partner with consultants to remove key concerns and obstacles that they may have with Nationwide.

Requirements:

  • Undergraduate degree in marketing, business, finance, or related field required.
  • FINRA Series 6, Series 63, and Series 65 required; designations such as ChFC, CLU, CRC are preferred.
  • Minimum eight years of sales and/or relationship management with demonstrated experience in the retirement plans field.
  • In-depth understanding of retirement plans.
  • Excellent verbal and written communication skills; strong interpersonal skills, detail-oriented, and strong technical skills and proficiency.
  • Project management skills.

Working Conditions:

  • Normal office environment.
  • Requires high level of overnight travel based on business opportunity.

Benefits:

  • Medical/dental/vision.
  • Life insurance.
  • Short and long-term disability coverage.
  • Paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date.
  • Nine paid holidays.
  • 8 hours of Lifetime paid time off.
  • 8 hours of Unity Day paid time off.
  • 401(k) with company match.
  • Company-paid pension plan.
  • Business casual attire.