Pensions Field Services Representative
Pensions Field Services Representative Ideal Location: Boston type=hidden value="Pensions Field Service Rep" name=2#./JobPosInfoId/JobPositionTitle> | | Description: | Ideal location: Territory covers the Southern/Midwest Region
Ideal Candidate will have the following skills / experience:
Licensed Finra 6, 63 and 65 preferred or attain license within 120 days of employment
Experience in Financial Services, preferrably 401k and/or 457 business.
Able to travel up to 60% to 70%
Excellent driving record, credit history and clean U-4 required.
JOB SUMMARY: Responsible for coordinating and providing enrollment / educational meetings focused on encouraging participation in the company sponsored retirement plan. Facilitates the signing of legal documents necessary to establish new business. Provides plan sponsor orientation meetings to introduce the plan sponsor to Nationwide?s websites and proper procedures for payroll processing. Conducts ongoing education sessions to reinforce the benefits of plan participation and to increase penetration in the established plans. Holds yearly service meetings with the plan sponsor and/or advisor to communicate Nationwide enhancements, as well as address service related issues.
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