Internal Retirement Specialist - Brea, CA
1 month ago
Job Summary
We are seeking an Internal Retirement Specialist to join our team at Nationwide Financial. As a key member of our retirement plan services group, you will provide expertise and guidance to participants in their retirement plans. If you have a passion for delivering extraordinary care and are bilingual in Spanish and English, we want to hear from you.Responsibilities
- Receives inbound calls from participants and provides education and guidance regarding their 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.
Job description
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