Consultant, Technical Financial Services (Retirement Plans Document & Design)

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! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.

FINRA Series 6 required for role and must be obtained within 120 days from hire. FINRA Series 6 in-hand at time of hire is strongly preferred.

• ERISA experience required.
• Compensation Grade: G2

This role does not qualify for employer-sponsored work authorization.  Nationwide does not participate in the Stem OPT Extension program. 

#LI-LP1

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 tackle challenges and provide outstanding customer service, we want to know more about you!

As a Consultant, you'll serve as a member of the Technical Services help desk for wholesalers and advisors. You will consult on plan design, ERISA issues, the Nationwide platform and its bundled offering. You'll use technical knowledge to help the Sales organization close business and service existing plans.

Job Description

Key Responsibilities:

• Consults with wholesalers, advisors and plan sponsors on complex retirement plan design options for target customers and existing plans.
• Assists New Business organization by helping advisors and plan sponsors understand Nationwide's closing paperwork and retirement plan documentation. Responds to questions that arise during the process of signing this documentation.
• Participates in finalist sales presentations when requested providing deep knowledge of Nationwide platform, bundled offering and its capabilities and policies and ERISA retirement plan provisions. Persuasively tell the bundled value proposition to assist in closing the sale.
• Educates plan sponsors and financial professionals on meaning and purpose of Nationwide closing documents and plan sponsor plan documentation. Responds to inquiries regarding sections and variables within the documents to facilitate the signature process. Explains impact of making changes to documents and paperwork from a regulatory, service, and pricing perspective. 
• Responds to inquiries from wholesalers and financial professionals on ERISA provisions related to qualified retirement plans (IRC Section 401), 403(b), 457, Defined Benefit and Cash Balance plans. Understands, explains and responds to inquiries on Fiduciary responsibilities relevant to retirement plans.
• Assists financial professionals and plan sponsors in identifying and accessing necessary existing plan documentation needed by Nationwide on takeover plans.

May performs other responsibilities as assigned.

Reporting Relationship: Reports to Director, Technical Services and does not have direct reports. 

Job Requirements:

Education: Undergraduate studies in business, marketing, economics, finance or related field preferred.

License/Certification/Designation: FINRA Series 6 license required. 

Experience: Minimum of six years of experience in retirement plans.

Knowledge, Abilities and Skills : Strong understanding of Nationwide's pricing models and advisor compensation structures to respond to questions and build solution sets for advisors and wholesalers. Must have excellent written and verbal communication skills. Ability to explain sophisticated regulatory concepts in easily understood terms both written and verbal. Ability to use this skill to help close business as part of sales presentations 

Other criteria, including leadership skills, competencies and experiences may take precedence.

Staffing exceptions to the above must be approved by Associate Vice President and HR Business Partner.

Values: Regularly and consistently demonstrates the Nationwide Values.

Job Conditions:

Overtime Eligibility: Exempt (Not eligible)

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.

We currently anticipate accepting applications until 10/31/2025. However, we encourage early submissions, as the posting may close sooner if a strong candidate slate is identified before the deadline.

Benefits

We have an array of benefits to fit your needs, including: 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, and more. To learn more about the benefits we offer, click here.

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.

This position could be filled within any of the lower 48 U.S. states.Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at 888-944-2247.
For NY residents please review the following state law information: Notice of Employee Rights, Protections, and Obligations LS740 (ny.gov) https://dol.ny.gov/system/files/documents/2022/02/ls740_1.pdf

Note To Employment Agencies:

We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.

Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule.The national salary range for Consultant, Technical Financial Services : $77,000.00-$159,000.00The expected starting salary range for Consultant, Technical Financial Services : $86,000.00 - $128,000.00