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Form of workJob Description
Education and Enrollment Specialist
New England, USA (NY, NJ, MA, CT, NH, RI)
Competitive Pay and Benefits
The Education and Enrollment Specialist for 401K Retirement Plans will work with our Corporate/Private Sector Retirement Solutions team covering the territory of New England to include New Jersey, Massachusetts, the city of New York and surrounding areas. This role will be responsible for coordinating and conducting enrollment and education meetings focused on encouraging employee participation in the retirement plan. This role will conduct ongoing education sessions to reinforce the benefits of plan participation, focus on retirement readiness and increase participation in the established plans.
Living within the territory is required. This role will require the FINRA Series 6, 63 & 65 license (or 7 & 63). Bilingual capabilities are strongly preferred.
Education and Enrollment SpecialistResponsibilities:
- Schedules and conducts initial enrollment meetings aimed at educating plan sponsors (employers) and potential plan participants (employees), focusing on the value of participating in their retirement plan, and 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 growing participation levels of eligible employees and increasing deferral percentages of the plan participants. Partners with the financial professional, continuously helps ensure participants have the Nationwide tools and resources to prepare for retirement.
- Presents information to existing and prospective participants on products that may be available in the plan.
- Contributes and participates in projects and Advisory Board work designed to improve delivery and make recommendations for improvement for initiatives across the business.
- Provides training to plan sponsors and participants on the tools and resources available through the Internet Service Center.
- Answers question on completion of legal documents and who should have that responsibility.
- Assists in training representatives to deliver enrollment and education sessions consistent with internal standards.
Education and Enrollment Specialist Requirements:
- Bachelor’s degree in business, finance or related fields preferred.
- FINRA 6, 63, 65 (or 7/66) Certifications required. Must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit.
- Designations such as AIF and other retirement plan designations are strongly encouraged.
- Two years of experience in the financial services industry, with a preference of time spent in retirement plans.
- In-depth understanding of the retirement plan business and working knowledge of ERISA, recordkeeping and plan investments.
- Bilingual Spanish-speaking capabilities strongly preferred.
- Excellent presentation and communication skills.
- Proficient in using technology to present content/meetings.
- Detail oriented, learning agility, time management, technical and negotiation skills.
