Hybrid 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

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