Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you!
Job Description Summary
Our work helps people retire more successfully, with products and services that support financial well-being of retirement plans and their participants. With strong teamwork and an outstanding culture, we combine technical expertise with relationship management to create better futures for these plans. If you are ready to put your knowledge of financial products and services to use, can anticipate and solve challenges and provide outstanding customer service, we want to know more about you!
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As a Specialist, you'll be in a forward-facing role that oversees the end-to-end transition and onboarding process for new plan sponsor clients within Retirement Plans.
Job Description
Key Responsibilities:
Oversees and manages the implementation/conversion/ of all TPA and PPA New Business/Conversion Plans. May be involved in implementation/conversion of basic bundled plans.
Coordinates the New Business/Conversion process with Internal New Business/Conversion teams, Sales and Administrators to ensure a successful conversion to Nationwide.
Interacts with advisory, plan sponsors, administrators, prior record keepers and funding providers to coordinate all activities within the New Business/Conversion experience.
Helps drive retention initiatives at Nationwide through interactions and consultations with Private Sector retention team. Collaborates with Retention Team and manages product conversion activity generated by that group (Conversion team).
Functions as a subject matter resource for all Nationwide products, processes, answers complex questions from all input channels.
Resolves complicated and escalated service and sales issues for internal and external partners.
May perform other responsibilities as assigned.
Reporting Relationship: Reports to manager and does not have direct reports.
Typical Skills and Experiences:
Education: Bachelor's degree preferred with a concentration in business, marketing, finance or related field or equivalent related work experience. Participation in professional development programs such as ASPPA, CEBS or NIPA is desirable.
License/Certification/Designation: Series 6 - Associates 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.
Experience: Typically, 3 to 5 years in pension design, administration, record keeping or related financial services experience.
Knowledge, Abilities and Skills: Basic knowledge of retirement plan funding platforms and ERISA retirement plan fundamentals and concepts or advanced knowledge of retirement plan funding platforms or ERISA retirement plan fundamentals. Basic knowledge of industry competitor practices in the areas of plan transition, conversation process, and conversation reporting. Thorough understanding with Nationwide private sector retirement plan platform, products, capabilities, processes, and policies within specific assigned service model(s). Strong client relationship management skills, excellent written and verbal communication skills, ability to effectively communicate technical and complex information into easily understood terms. Strong interpersonal skills. Ability to interact effectively with company owners, advisory, and Nationwide executives. Project coordination skills, research and problem-solving skills, manage multiple tasks simultaneously. Skills required to review, research, and recommend solutions to issues encountered within the end-to-end New Business/Conversion experience. Ability to identify potential escalated issues and enlists management support as appropriate.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by the hiring manager’s leader and HR Business Partner.
Values: Regularly and consistently demonstrates the Nationwide Values.
Job Conditions:
Overtime Eligibility: Not Eligible (Exempt).
Working Conditions: Normal office environment.
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.