Annuity Experience Consultant

National Black MBA Association; Columbus (OH); Hybrid; USD 108,000 - 200,000; Full time

Benefits offered by this job

Medical/dental/vision insurance

Life insurance

Short/long-term disability

Paid time off 18 days/year

Nine paid holidays

401(k) with company match

Company-paid pension plan

Business casual attire

Job summary

Nationwide Financial is seeking a seasoned Consultant for the Annuity Experience Team to shape the future state of partner and member experiences. The role includes collaborating with New Business Experience Owners, consulting across annuity portfolios, and delivering data-driven recommendations for product strategy and profitability.

Ideal candidates bring extensive finance or product experience, strong analytical and communication skills, and the ability to drive results in a complex corporate

Qualifications

• Undergraduate degree in finance, economics, marketing, or related field.
• Graduate degree preferred.
• Industry designations (e.g., CPCU, ARM, CLU, FLMI, ChFC, CFP, NASD, etc.) preferred.
• Typically eight years of relevant experience in a related industry.

Responsibilities

• Define the future state experience with the New Business Experience Owner.
• Consult with project teams across the Annuity and Shared portfolios to ensure an optimal experience.
• Research competitor experiences and best practices to develop recommendations.
• Research current state experience of partners and members across channels and product types; develop recommendations.
• Support creation and maintenance of the future state vision and roadmaps across the partner and member lifecycle.
• Represent the Annuity Experience Team on committees to inform post-issue experience.
• Lead or support new business development and implementation projects.
• Work with Product Directors to predict needs and issues; advise on market conditions.
• Identify and evaluate business opportunities; provide regular assessments of financial results and recommendations.

Skills

Customer experience

Data analysis

Communication

Strategic thinking

Education

Bachelor's degree in finance, economics, marketing, or related field

Graduate degree

Tools

Analytic tools

Job description

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.

The Annuity Experience Team seeks to define the goal state experiences across our partner and member lifecycle by understanding their needs & expectations when working with Nationwide. We translate that into a vision and roadmap for the future, drive planning activities, sponsor execution, drive desired benefits and measure progress towards the goal state.

This specific role will initially focus on supporting the new business experience for financial professionals (and may evolve beyond over time). Key responsibilities include:

• Partnering with the New Business Experience Owner to define the future state experience and plan for near-term outcomes and initiatives
• Consulting with project teams across the Annuity and Shared portfolios to ensure that we deliver an optimal experience for partners and members
• Researching competitor experiences and best practices and developing recommendations
• Researching current state experience of our partners and members across channels and product types and developing recommendations
• Supporting the creation and maintenance of the future state vision and roadmaps across the partner and member lifecycle
• Representing the Annuity Experience Team on various committees to help better inform our post-issue experience.

This role will work across all areas of the Annuity and Shared organizations and offer opportunities to grow your network and broaden your skillset. Ideal candidates will excel at:

• Customer experience research, planning, execution and measurement
• Analyzing and synthesizing data to develop insights and propose recommendations to improve the partner and member experience
• Communication and collaboration across the organization

This position will be hired on a SuccessFlex basis.

The hired associate must reside within 35 miles of the following location(s):

Columbus: One/Three Nationwide Plaza, Columbus OH, 43215

This role requires a hybrid work schedule: 3 days in office (Tues, Wed, Thurs), 2 days remote (Mon, Fri)

This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program.

Job Description Summary

Our work is essential to helping Nationwide build future capabilities to serve customer needs. Keeping existing products relevant and marketable and building new products takes research, critical thinking, practicality, and collaboration. If you enjoy gathering input and information, working independently and on a team and creating innovative solutions for customers, we want to know more about you!

As a Consultant, you'll lead the initiation, development, and maintenance of products with respect to design, profitability, and growth. We'll count on you to collect information and make recommendations regarding overall corporate objectives, field operations and staff services.

Job Description

Key Responsibilities:

• Serves as a technical professional in the analysis of pricing and design features, product, and profitability.
• Actively finds opportunities for improvement and makes solution recommendations.
• Provides support and guidance related to product design and management.
• Provides high level, strategic input on key initiatives addressing product strategy and profitability objectives.
• Participates and may lead new business development and implementation projects.
• Works with Product Directors to predict needs and issues. Acts as a resource to Product Directors. Reacts appropriately to market conditions.
• Identifies and evaluates business opportunities. Partners with leadership to provide a regular assessment of financial results and recommendations to increase future profitability.
• Investigates and assists in development of new tools and technology to improve product performance.
• Reviews and analyzes highly technical and sophisticated market information on benchmark competitors. Identifies options to keep products market-competitive.

May perform other responsibilities as assigned.

Reporting Relationships: Reports to Director or Officer

Typical Skills and Experiences:

Education: Undergraduate degree in finance, economics, marketing, or related field preferred. Graduate degree desired.

License/Certification/Designation: Industry designations (e.g., CPCU, ARM, CLU, FLMI, ChFC, CFP, NASD, etc.) preferred.

Experience: Typically, eight years of relevant experience in a related industry.

Knowledge, Abilities and Skills: Demonstrated strategic decision making. Proficiency in the use of analytic tools, plans pricing and products. Ability to drive for results, navigate ambiguity and to understand strategic objectives. Ability to lead high profile projects. Ability to creatively present ideas in written form and through presentations. Effective verbal and written communication skills.

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 HR Business Partner.

Values: Regularly and consistently demonstrates Nationwide Values.

Job Conditions:

Overtime Eligibility: Not Eligible (Exempt)

Working Conditions: Normal office environment. May require moderate to frequent travel.

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

• 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

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.

To learn more about the benefits we offer, click here.

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 Consultant, Product - Financial Services : $108,000.00-$200,000.00The expected starting salary range for Consultant, Product - Financial Services : $108,000.00 - $162,000.00