Hiring: Internal Retirement Specialist- Kentucky Deferred Comp Company: Nationwide Location: Louisville, KY Job Posted Time: 2026-09-14 13:46:59 Employment Type: Hybrid Target Skills & Keywords : Series 7 About the job Experience: •Minimum of two years of experience in a relationship/sales driven position. Experience in a sales call center environment preferred, as well as financial services background. •Other criteria, including leadership skills, competencies and experiences may take precedence. •Staffing exceptions to the above must be approved by the Associate Vice President of area and HR Vice President. •Regularly and consistently demonstrates the Nationwide Values. Required Skills: •Receives inbound calls from participants and provides education and guidance regarding their retirement plan. Uses plan-specific and industry expertise to provide information specific to the participant's individual retirement plan. •Initiates calls to targeted participants to discuss contribution levels and encourage appropriate increases in deferrals to support retirement goals. •Completes account reviews as requested by participants to analyze individual risk assessment and advise on asset allocation options based on individual results. May offer additional services, e.g., ProAccount for those individuals who prefer automatic account management. •Calculates retirement projections for participants as requested and provides counsel on results. •Provides education to participants to understand individual retirement distributions, transfers or consolidation needs. •Builds strategic relationships with field Retirement Specialists and Program Directors through advising and consulting, in support of business unit sales goals. •Acts as a consultant providing retirement plan expertise, recommendations, and practice management advice to field Retirement Specialists and Program Directors within assigned territory(s). •Applies knowledge of industry trends, competitive intelligence, state legislation, market movements and investment changes/performance to advise and consult with the field Retirement Specialists and Program Directors. Qualifications: •Undergraduate studies business, finance, communications, marketing or related field preferred. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!