Financial Services Representative Processing Money Out NIGO

Nationwide; Columbus (OH); Hybrid; USD 46,000 - 76,000; Full time

Benefits offered by this job

Medical/dental/vision

Life Insurance

Disability coverage

Paid time off

Nine paid holidays

401(k) with company match

Pension plan

Business casual attire

Job summary

Nationwide is seeking a Financial Services Representative to process retirement distribution transactions and ensure compliance with plan and regulatory requirements. You will use multiple systems to manage workflows, verify data, and communicate with participants and plan sponsors.

The role requires strong customer service, knowledge of insurance and financial services, and the ability to work in a hybrid Columbus or Scottsdale office with specific in-office days.

Qualifications

• Education: High school studies; undergraduate studies desirable.
• License/Certification/Designation: FINRA Series 6 license preferred.
• Experience: 1–3 years of product-related customer service experience preferred.
• Knowledge: Office practices, customer service, information systems, and insurance/financial services practices.
• Skills: Verbal and written communication; problem solving; teamwork.

Responsibilities

• Processes retirement distribution requests, ensuring compliance with regulations.
• Provides quality customer service by addressing needs and ensuring timely responses.
• Maintains knowledge of contracts, Nationwide products, and related regulations.
• Applies lean methodology through daily problem solving and team huddles.
• Interprets contract provisions for current and past products for policyholders and brokers.

Skills

Customer service

Verbal and written communication

Regulatory knowledge

Problem solving

Teamwork

Education

High school studies

Undergraduate studies desirable

FINRA Series 6 license preferred

Job description

Job Conditions

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 Financial Services Representative processes retirement distribution transactions, ensuring requests are completed accurately, efficiently, and in compliance with plan and regulatory requirements.

Key Responsibilities

• Review, validate, and process retirement distribution requests, including lump sum payments, rollovers, systematic distributions, RMDs, and external transfers.
• Utilize multiple systems to manage transactional workflows, enter and track information, and maintain accurate records.
• Communicate with participants and plan sponsors to resolve issues, obtain required documentation, and meet established quality and productivity standards.

The preferred candidate must reside within a 35-mile radius of the following locations:

• Three Nationwide Plaza, Columbus OH 43215
• 18700 North Hayden Rd, Scottsdale AZ 85255

Hybrid Work Schedule

For candidates in Columbus OH

• Work schedule will fall between the business unit hours of 8:30 AM – 8 PM EST and may require flexibility.
• Required in office day is Wednesday and second in office day will be Tuesday or Thursday

For candidates in Scottsdale, AZ

• Work schedule will fall between business unit ours of 8:30 AM – 8 PM EST and may require flexibility.
• Required in office days are Thursday and Friday.

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

Job Description Summary

Do you love connecting and building new business relationships? If you have a natural curiosity, are passionate about helping people and want to accelerate both your personal and professional growth, we want to know more about you!

Job Description

Key Responsibilities

• Processes business requests according to government regulations, contract provisions and internal procedures and controls. Adheres to high standards of professional conduct consistent with the delivery of excellent customer service.
• Provides outstanding quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
• Maintains current knowledge of contract and product provisions, administration of Nationwide products, processing systems and related federal and state regulations.
• Integrates lean methodology into daily interactions through problem-solving meetings and team huddles.
• Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other operating units. Includes understanding topics that require insurance or securities license and registration and understands when and how to route those inquiries to the properly registered representative.

May Perform Other Responsibilities As Assigned

Reporting Relationships: Reports to Operations Division Manager or Service Team Unit Manager.

Typical Skills And Experiences

Education: High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.

License/Certification/Designation: FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system.

Experience: One to three years of work experience with product-related customer service work experience preferred.

Knowledge, Abilities and Skills: General knowledge of office practices, customer service, information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred. Effective verbal and written communications skills to effectively communicate with others. Basic analytical and problem resolution skills. Proven ability to research, analyze and solve problems, leveraging existing processes and procedures. Ability to understand, anticipate and proactively act on customer needs. Proven decision-making skills necessary for customer contacts. Effective team-building and collaboration 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 the Nationwide Values.

Job Conditions

Overtime Eligibility: Non Exempt (Eligible)

Working Conditions: Normal office environment.

Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails to acquire required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position. NOTE: A credit check may be required if a license is required for this position.

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

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 Financial Services Representative : $46,345.00-$75,500.00

The expected starting salary range for Financial Services Representative : $46,345.00 - $60,800.00