You will develop, manage and retain relationships with participants and have regular retirement education and planning interactions with them. You will identify prospects and acquire new small cases.
You will develop, manage and retain relationships with participants and have regular retirement education and planning interactions with them. You will identify prospects and acquire new small cases.
You will develop, manage and retain relationships with participants and have regular retirement education and planning interactions with them. You will identify prospects and acquire new small cases.
You will develop, manage and retain relationships with participants and have regular retirement education and planning interactions with them. You will identify prospects and acquire new small cases.
You will develop, manage and retain relationships with participants and have regular retirement education and planning interactions with them. You will identify prospects and acquire new small cases.
You will develop, manage and retain relationships with participants and have regular retirement education and planning interactions with them. You will identify prospects and acquire new small cases.
You will develop, manage and retain relationships with participants and have regular retirement education and planning interactions with them. You will identify prospects and acquire new small cases.
You will develop, manage and retain relationships with participants and have regular retirement education and planning interactions with them. You will identify prospects and acquire new small cases.
Retirement Services Manager
Goshen, IN · On-site
Maintain appropriate retirement plan operations systems, disciplines, and management reporting tools. * Serve as the operations lead and subject-matter expert for the listed products. * Maintain a ...
Quick apply
Retirement Services Manager
Goshen, IN · On-site
Maintain appropriate retirement plan operations systems, disciplines, and management reporting tools. * Serve as the operations lead and subject-matter expert for the listed products. * Maintain a ...
Retirement Income Case Manager Ash Brokerage Fort Wayne, IN About Ash Brokerage For more than 50 years, Ash Brokerage has been dedicated to impacting lives. We were founded on the power of ...
Retirement Income Case Manager Ash Brokerage Fort Wayne, IN About Ash Brokerage For more than 50 years, Ash Brokerage has been dedicated to impacting lives. We were founded on the power of ...
Retirement Income Case Manager Ash Brokerage Fort Wayne, IN About Ash Brokerage For more than 50 years, Ash Brokerage has been dedicated to impacting lives. We were founded on the power of ...
Retirement Income Case Manager Ash Brokerage Fort Wayne, IN About Ash Brokerage For more than 50 years, Ash Brokerage has been dedicated to impacting lives. We were founded on the power of ...
Retirement Income Case Manager Ash Brokerage Fort Wayne, IN About Ash Brokerage For more than 50 years, Ash Brokerage has been dedicated to impacting lives. We were founded on the power of ...
Retirement Income Case Manager Ash Brokerage Fort Wayne, IN About Ash Brokerage For more than 50 years, Ash Brokerage has been dedicated to impacting lives. We were founded on the power of ...
Retirement Income Case Manager Ash Brokerage Fort Wayne, IN About Ash Brokerage For more than 50 years, Ash Brokerage has been dedicated to impacting lives. We were founded on the power of ...
Retirement Income Case Manager Ash Brokerage Fort Wayne, IN About Ash Brokerage For more than 50 years, Ash Brokerage has been dedicated to impacting lives. We were founded on the power of ...
Retirement Community Cook
Bluffton, IN · On-site
$15.50 - $19.25/hr
Inventory and supply management also falls under the purview of the cook. Overall, the cook at Christian Care Retirement Community must have a passion for food service paired with organizational ...
Quick apply
Retirement Community Cook
Bluffton, IN · On-site
$15.50 - $19.25/hr
Inventory and supply management also falls under the purview of the cook. Overall, the cook at Christian Care Retirement Community must have a passion for food service paired with organizational ...
Company-provided technology, including equipment, helpdesk assistance, client management and ... Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our ...
Company-provided technology, including equipment, helpdesk assistance, client management and ... Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our ...
Client Support Manager - Retirement Plan Services Are you detail-oriented, service-driven, and experienced in supporting retirement plan clients? The National Bank of Indianapolis is seeking a Client ...
Client Support Manager - Retirement Plan Services Are you detail-oriented, service-driven, and experienced in supporting retirement plan clients? The National Bank of Indianapolis is seeking a Client ...
The National Bank of Indianapolis is seeking a Client Support Manager to join our Retirement Plan Services (RPS) team. In this role, you'll be responsible for daily transaction activity and high ...
The National Bank of Indianapolis is seeking a Client Support Manager to join our Retirement Plan Services (RPS) team. In this role, you'll be responsible for daily transaction activity and high ...
Vice President & Manager - Retirement Plan Services The National Bank of Indianapolis is seeking a Vice President & Manager, Retirement Plan Services to lead the administration, client service, and ...
Vice President & Manager - Retirement Plan Services The National Bank of Indianapolis is seeking a Vice President & Manager, Retirement Plan Services to lead the administration, client service, and ...
The National Bank of Indianapolis is seeking a Vice President & Manager, Retirement Plan Services to lead the administration, client service, and growth of our retirement plan business. This role ...
The National Bank of Indianapolis is seeking a Vice President & Manager, Retirement Plan Services to lead the administration, client service, and growth of our retirement plan business. This role ...
AVP, Retirement Training
Fort Wayne, IN · Remote
$127K - $200K/yr
... across Retirement Plan Services (RPS), ensuring alignment with business priorities and outcomes ... management. Monitor and optimize training impact through data-driven insights, while driving ...
AVP, Retirement Training
Fort Wayne, IN · Remote
$127K - $200K/yr
... across Retirement Plan Services (RPS), ensuring alignment with business priorities and outcomes ... management. Monitor and optimize training impact through data-driven insights, while driving ...
Senior Retirement Plan Consultant
Indianapolis, IN · Remote
$80K - $120K/yr
Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten clients in the Retirement Plan Specialist territory to position the Retirement Plan Specialist to ask ...
Quick apply
Senior Retirement Plan Consultant
Indianapolis, IN · Remote
$80K - $120K/yr
Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten clients in the Retirement Plan Specialist territory to position the Retirement Plan Specialist to ask ...
Senior Retirement Plan Consultant
Indianapolis, IN · Remote
$80K - $120K/yr
Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten clients in the Retirement Plan Specialist territory to position the Retirement Plan Specialist to ask ...
Senior Retirement Plan Consultant
Indianapolis, IN · Remote
$80K - $120K/yr
Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten clients in the Retirement Plan Specialist territory to position the Retirement Plan Specialist to ask ...
Senior Retirement Plan Consultant
Indianapolis, IN · On-site +1
$80K - $120K/yr
Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten clients in the Retirement Plan Specialist territory to position the Retirement Plan Specialist to ask ...
Senior Retirement Plan Consultant
Indianapolis, IN · On-site +1
$80K - $120K/yr
Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten clients in the Retirement Plan Specialist territory to position the Retirement Plan Specialist to ask ...
ADP is hiring a Sales Representative for Retirement Services . * Are you ready to control your ... You have an upbeat, persistent style and the ability to cold call, manage your time well, and can ...
ADP is hiring a Sales Representative for Retirement Services . * Are you ready to control your ... You have an upbeat, persistent style and the ability to cold call, manage your time well, and can ...
Retirement Manager information
What is the difference between Retirement Manager vs Retirement Advisor?
| Aspect | Retirement Manager | Retirement Advisor |
|---|---|---|
| Credentials | Certifications like CFP, CFA, or CFP® | CFP, ChFC, or similar financial planning certifications |
| Work Environment | Financial institutions, retirement plan providers | Financial advisory firms, independent practices |
| Employer & Industry | Employers managing retirement plans or funds | Clients seeking retirement planning advice |
While both roles focus on retirement planning, Retirement Managers typically oversee retirement funds and plan operations within organizations, ensuring compliance and fund management. Retirement Advisors primarily work directly with clients, providing personalized retirement planning and investment advice. Understanding these differences helps individuals choose the right professional for their retirement needs.
What are Retirement Managers?
How much does a retirement manager make?
What are the key skills and qualifications needed to thrive as a Retirement Manager, and why are they important?
What is the $1000 a month rule for retirement?
What are some common challenges faced by a Retirement Manager, and how can they be addressed?
Can I retire at 62 with 400,000 in 401k?
What is the best career to start at 60?

Sr. Retirement Specialist (Government/Public Sector Retirement Plans)
Indianapolis, IN • Remote
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 5 days ago
Job description
This role will support our Government/Public sector clients located in the territory of Northeast Indiana for our Retirement Solutions team. Living within the territory is strongly preferred.
This is an F.SD85 band role.
#LI-COLE
Job Description Summary
At the heart of our work with retirement plans for high-profile organizations is the desire to help individuals retire successfully. Multiple decision-makers are engaged in plan selection, enhancements and retention, requiring teamwork, strategic thinking and superior relationship management on various levels. If you can collaborate, connect and communicate to build, grow and retain important and productive business relationships, we want to know more about you!As a Senior Retirement Specialist, you'll drive sales, provide education and deliver service for plan participants. You will develop, manage and retain relationships with participants and have regular retirement education and planning interactions with them. You will identify prospects and acquire new small cases.
Job Description
Key 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.
Reporting Relationships: Reports to Retirement Services Program Director; no direct reports.
Typical Skills and Experiences:
Education: Undergraduate studies in related field, insurance, business, marketing, preferred.
License/Certification/Designation: FINRA Series 6 license, and life and health licenses required; series 63 and 65 may be necessary.
Experience: Three years of related experience in financial, sales or educational services functions.
Knowledge, Abilities and Skills: Must have expertise in the public sector business, and use 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.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by the hiring manager's leader and Human Resources Business Partner.
Values:Regularly and consistently demonstrates the Nationwide Values.
Job Conditions:
Overtime Eligibility: Exempt (Not eligible)
Working Conditions: Travel within assigned territory required. May be required to work from home. Must have a valid driver's license with satisfactory driving record in accordance with Nationwide standards.
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.
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.
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 Senior Retirement Specialist : $68,000.00-$127,000.00The expected starting salary range for Senior Retirement Specialist : $68,000.00 - $102,000.00