23 sr retirement specialist jobs found

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This role will support the State of CA plan for our Retirement Solutions team. Living in or around the city of Bakersfield, CA or in a surrounding county is strongly preferred. The role will require travel and includes a company vehicle and gas card, but only 1-2 overnight trips per month on average. 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...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This position will support the Orlando and east counties. Financial advisor experience preferred. The ideal candidate will have the following: Strong presentation and communication skills for effective seminar delivery. Excellent relationship-building abilities to foster connections with clients and stakeholders. Leadership skills to guide and support a team of specialists. Problem-solving skills to address customer inquiries and improve processes. Knowledge of defined...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Financial advisor experience preferred. The ideal candidate will have the following: Strong presentation and communication skills for effective seminar delivery. Excellent relationship-building abilities to foster connections with clients and stakeholders. Leadership skills to guide and support a team of specialists. Problem-solving skills to address customer inquiries and improve processes. Knowledge of defined contribution retirement savings plans and financial counseling....

Description Summary: The Senior Sales Support Specialist serves as a subject matter expert on HNB-IF Know Your Customer (KYC) requirements and in preparing or reviewing documents for all new and existing customer “complex” ownership structure and non-standard documentation requests.    The Sr Specialist will collaborate with Sales Support, Portfolio Management and Credit staff that require guidance on documentation, KYC and Engine data integrity matters.   Duties & Responsibilities: Work closely with stakeholders to understand the customer/prospect organizational structures and identify information needed from customer/prospects to satisfy HNB-IF KYC and loan documentation requirements. Prepare manual and/or customized loan documents for layered and complex organizational structure prospects and customers. Minimize negative customer impact by resolving questions and issues in a timely...

Description Summary:   The Commercial Relationship Sales & Service Manager Senior (RSS Sr.) is the primary point of contact for assigned Commercial customers and Relationship Managers. The commercial RSS Sr. works independently and in partnership with the Relationship Manager by providing a best-in-class experience for a diverse Commercial portfolio. The Commercial RSS Sr. applies advanced knowledge and understanding of customer and product onboarding to enhance relationship management, retention, and deepening sales. The commercial RSS Sr. provides leadership, guidance, and day to day management over activities performed by other service colleagues or partners. Duties and Responsibilities: First-line decision maker who will mitigate issues/questions being elevated to management and/or resulting in customer impact; keeps Deal Team abreast of material changes and risk. Responsible for identifying,...

Job Description Are you looking for your next opportunity? Sompo has a unique opportunity for a Sr. Claims Specialis t in our North America First Party Property Claims team. The successful candidate will be able to adjust commiserate level exposures providing insight and analysis on complex commercial property exposures.  The role includes Claim adjustment oversight of our First Party Property claim business, inclusive of Middle Market, Shared & Layered, Excess & Surplus Commercial based property line exposures. Location: This position can be based out of our Boston, MA, Alpharetta, GA, Charlotte, NC, Dallas, TX, Purchase, NY, NYC, NY, Morristown, NJ or any of our other US based offices. We strive for collaboration which is why we offer a work environment where our employees thrive and develop long lasting careers. Our business, your impact, our opportunity: What you’ll be doing: Handle Commercial Property claim exposures for...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.    We’re actively seeking a talented Sales Enablement Training Specialist to join our team in Omaha, NE or Newport Beach, CA specifically focused on supporting the life and annuity sales teams within the Consumer Markets Division. The team plays a lead role in fostering adoption of all sales enablement tools throughout the sales organization in order to drive...

CAC Group, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. Our team defines our success. We recruit and retain the industry’s best talent with deep knowledge and experience in their respective segments, products, and industries. We root for each other, as we are all connected and aligned to serving clients in a better and smarter way. Find out more about career opportunities to work with the best team in the industry. The Sr Employee Benefits Client Executive is responsible for leading the tactical and operational leadership in the design, development, implementation, administration, and communication of all assigned client benefit plans, including making appropriate recommendations based on long term objectives.   PRIMARY RESPONSIBILITIES:    The Sr Employee Benefits Client Executive is responsible for leading the tactical and operational...

The Sr Client Executive, Employee Benefits is responsible for leading the tactical and operational leadership in the design, development, implementation, administration, and communication of all assigned client benefit plans, including making appropriate recommendations based on long term objectives. POSITION SUMMARY:    The Sr Client Executive is responsible for leading the tactical and operational leadership in the design, development, implementation, administration, and communication of all assigned client benefit plans, including making appropriate recommendations based on long term objectives.     PRIMARY RESPONSIBILITIES:    The Sr Employee Benefits Client Executive is responsible for leading the tactical and operational leadership in the design, development, implementation, administration, and communication of all assigned client benefit plans, including making appropriate recommendations based on long term objectives....

Description Summary: The CRE Loan Closing Specialist Sr. is responsible for initiating and driving the loan closing process, and for the integrity of the loan closing, due diligence, and documentation while managing and expediting complex and concurrent processes and organizing all necessary documentation to finalize complex Commercial Real Estate loan transactions. The CRE Loan Closing Specialist Sr. ensures accuracy, compliance with regulations, and coordinates activities, decisions, and communications with various parties involved, such as lenders, borrowers, legal teams and other third parties.  This position involves meticulous attention to detail and a thorough understanding of Commercial Real Estate loan terms including legal concepts, collateral acceptability, and final closing conditions. Expertise in review and interpretation of deal structures and legal documentation along with working through “gray...

Overview Join an amazing team that is consistently recognized for our achievements and culture, including our most recent Forbes award of being one of America's Best Midsize Employers for 2026!   Position Summary: The primary purpose of the Senior Configuration Management Database (CMDB) Engineer role is to own and lead the strategy, governance, and continual improvement of automated discovery capabilities to ensure the CMDB remains accurate, complete, and reliable. This role is accountable for driving crossfunctional collaboration to achieve comprehensive visibility into the IT environment, while establishing standards, oversight, and optimization practices that preserve the integrity and value of CMDB data.  Responsibilities      Geo-Salary Information An in-person interview may be required during the hiring process   State specific pay scales for this role are as follows: $94,458 to $179,048 (CA, NJ, NY, WA, HI,...

Job Description: Already registered? Bring your Series 6 or 7 to a role where you can make a greater impact.  Pacific Life is hiring Registered Financial Services Representatives in Charlotte, NC to serve as a trusted resource for policyholders and financial professionals navigating meaningful financial moments. This is a fully inbound role — no cold calling, no sales quotas, no book of business to maintain. Just meaningful work, a structured environment, and a clear path forward. Registered candidates move to our hybrid schedule immediately - in office one day a week. At Pacific Life, Registered Financial Services Representatives are a trusted guide for policyholders and contract owners during meaningful financial moments. When customers call, they’re often making decisions about protecting their families, planning for retirement, or navigating a life event. Your work helps ensure they get accurate information, timely support, and a smooth experience when it...

Job Description: Already registered? Bring your Series 6 or 7 to a role where you can make a greater impact.  Pacific Life is hiring Registered Financial Services Representatives in Omaha, NE and Charlotte, NC to serve as a trusted resource for policyholders and financial professionals navigating meaningful financial moments. This is a fully inbound role — no cold calling, no sales quotas, no book of business to maintain. Just meaningful work, a structured environment, and a clear path forward. Registered candidates move to our hybrid schedule immediately - in office one day a week. At Pacific Life, Registered Financial Services Representatives are a trusted guide for policyholders and contract owners during meaningful financial moments. When customers call, they’re often making decisions about protecting their families, planning for retirement, or navigating a life event. Your work helps ensure they get accurate information, timely support, and a smooth experience...

Sr Data Engineer - GE07BE Sr. Consultant, Asset Owner - GF07AE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.           The Hartford is seeking a Data Privacy Delivery Lead to manage the execution and continuous improvement of enterprise Data Privacy capabilities. This role translates established strategic direction, regulatory obligations, and business needs into well-defined backlogs, feasible technical requirements, delivery milestones, and high-quality solutions. This is a hands-on product and delivery leadership role, not an enterprise strategy position or a dedicated developer or analyst role. The successful candidate will be accountable for determining what must be built, articulating how it should function,...

National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers’ evolving needs. We offer home, auto and accident and health insurance, as well as other specialty niche insurance products, through a large network of independent insurance agents, as well as directly to consumers.  Job Description As a Property Desk Adjuster, you will investigate and evaluate homeowners property claims from start to finish. You will confirm the facts of loss, determine coverage, assess damages, and negotiate settlements within your assigned authority. In this role, you will manage the entire claim lifecycle, including supplements, Additional Living Expense (ALE) claims, contents, and personal property losses. You will work closely with customers, contractors, and other partners to ensure claims are handled accurately and efficiently. A key part of this position is delivering excellent customer service through...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Internal Wholesaler in Omaha, Nebraska or Newport Beach, California . This position is responsible for achieving sales goals for the Broad Market Life Insurance products including Term Insurance and Universal Life Insurance within an assigned region of the United States. The Internal Wholesaler (IWS), Life Insurance will partner...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Sr. Vendor Relations Specialist in our Newport Beach, CA or Charlotte, NC office. • This role is on-site. You’ll work at our Newport Beach, CA or Charlotte, NC office.   Vendor Relationship Management     Cultivate and nurture strong working relationships with vendors to foster productive and collaborative...

National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers’ evolving needs. We offer home, auto and accident and health insurance, as well as other specialty niche insurance products, through a large network of independent insurance agents, as well as directly to consumers.  Job Description Responsible for investigating and confirming the facts of loss for advanced automobile accidents. Determines coverage, liability, damages and otherwise adjusts and negotiates claims within limit of authority. We are seeking a Bodily Injury Adjuster to manage extended-handling BI claims ranging from soft tissue injuries to moderate-severity claims. This team supports claims across the Northeastern states. The ideal candidate will have experience handling bodily injury claims, interpreting policy language, and identifying coverage issues. Litigation experience is not required. An active adjuster's...

National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers’ evolving needs. We offer home, auto and accident and health insurance, as well as other specialty niche insurance products, through a large network of independent insurance agents, as well as directly to consumers.  Job Description Responsible for creating a comprehensive estimate of damages for 1st and 3rd party material damage claims leading to the proper disposition. This role is utilized as a peer mentor having mastered our processes and obtained technical expertise. Key Responsibilities • Interprets regulatory compliance and fair claims practices • Negotiates settlements, makes settlement payments and documents all activities in the most complex of files • Applies mastered content in interpretations of all policy types written by the company and assists leadership in formal and ad hoc training • Exhibits mastery...