Hybrid: Investment Services Support Specialist

AB3 Nationwide Life and Annuity Insurance Co; Columbus (OH); Hybrid; USD 56,000 - 105,000; Full time

Benefits offered by this job

Medical/dental/vision

Life insurance

Paid time off

9 holidays

401(k) with company match

Pension plan

Casual attire

Job summary

Nationwide Mutual Insurance Company in Columbus, OH is seeking a Sr Analyst, Investment Services Support to join our team. You will proactively engage clients, collaborate with Investment Specialists, and provide concierge-level service across broker-dealer platforms.

The role requires FINRA SIE, Series 7, Series 63 licenses, and a strong background in financial services or call center support. You will work in a hybrid environment with in-office and remote days.

Qualifications

• Education: High school, undergrad in business or finance preferred.
• Licenses/registrations: FINRA SIE, Series 7, Series 63; required within onboarding.
• Experience: Three years in financial services or customer service/call center.
• Skills: Strong verbal and written communication; broker-dealer processes knowledge.

Responsibilities

• Proactively builds relationships with clients by introducing Investment Specialists to qualified, warm leads.
• Partners with Investment Specialists to understand financial needs and advise on NSLLC products.
• Identifies retention opportunities from beneficiary claims and transitions to new accounts.
• Initiates outbound calls to discuss financial goals and schedule meetings with Investment Specialists.
• Provides education and transactional service to NSLLC clients and handles escalated issues.

Skills

Communication skills

Customer service

Call center experience

Financial services knowledge

Education

High school education

Undergraduate studies in business or finance

FINRA SIE

Series 7

Series 63

Job description

Nationwide Mutual Insurance Company in Columbus, OH is seeking a Sr Analyst, Investment Services Support to join our team. You will proactively engage clients, collaborate with Investment Specialists, and provide concierge-level service across broker-dealer platforms.

The role requires FINRA SIE, Series 7, Series 63 licenses, and a strong background in financial services or call center support. You will work in a hybrid environment with in-office and remote days.