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Posted: Jan 31, 2026

Senior Retirement Specialist- Kansas City, MO

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About the position Responsibilities • Schedules and conducts one-on-one and group seminars for potential and existing participants within an assigned territory. • Assists/supports the Program Director in territory planning, execution strategies and team building/development activities. • Serves as a financial resource to existing and potential participants by providing counseling and guidance on the features and benefits of defined contribution retirement savings plans which will drive sales growth. • Responsible for developing relationships with key entity contacts especially at the department head level in order to expand products and services within the plan. • Helps and supports Program Director, including training on new presentations, product information and policy or process changes, etc. • Acts as a team lead for a group of Retirement Specialists and functions as a point of contact for inquiries and help troubleshoot problems. • Leads special projects that may relate to marketing, customer service, enrollment and other administrative processes of the deferred compensation program. • Works with dedicated or regional home office teams to solve customer issues or implement actions to improve processes for the field. • May perform other responsibilities as assigned. Requirements • Undergraduate studies in related field, insurance, business, marketing, preferred. • FINRA Series 6 license, and life and health licenses required; series 63 and 65 may be necessary. • Three years of related experience in financial, sales or educational services functions. • Expertise in the public sector business, with knowledge of 457 plans and additional financial products/services to expand plan relationships. • Ability to effectively navigate political and economic landscapes to achieve business results. • Comprehension knowledge of annuity and investment products with the ability to effectively communicate product information. • Strong understanding of the competitive landscape. • Proven knowledge of Nationwide Retirement Plans necessary to fully support Program Director in administrative and sales responsibilities. • Excellent sales, communication and presentation skills required. • Demonstrated ability to effectively manage a territory of clients. Benefits • Medical, dental, and vision insurance • Life insurance • Short and long term disability coverage • Paid time off with a minimum of 18 days 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 Apply tot his job