Impactful Annuity Solutions Center Rep (Hybrid)

Nationwide Mutual Insurance Company; Ohio; Hybrid; USD 42,000 - 52,000; Full time

Benefits offered by this job

Paid time off

401(k) with company match

Pension plan

Hybrid/work from home opportunities

Educational assistance

Insurance discounts

Job summary

Nationwide Financial seeks a Representative for the Annuity Solutions Center to handle inbound service calls and educate customers on products and solutions. You will resolve account inquiries, understand product suites, and apply changes while maintaining thorough documentation.

The role requires solid communication skills, a year of customer service experience, and compliance with FINRA rules. Training leads to a hybrid schedule with in-office days at designated locations.

Qualifications

• One year of experience in customer service.
• Knowledge of various insurance products and the sales process.
• Understanding of FINRA rules and related regulations.
• Proficiency with computers and common office software.
• Associates must acquire required licenses within the designated time.

Responsibilities

• Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics.
• Interprets and applies changes to product lines based on daily communications.
• Maintains records of conversations and documents interactions to support relationship development.
• Follows regulations to ensure compliance with FINRA, company policies, and laws.
• Educates customers on tax implications, penalties, surrender charges, and retirement benefits.
• Analyzes problems and collaborates with internal partners to resolve escalations.
• Participates in monthly leadership meetings to plan career progression.

Skills

Customer service

Verbal communication

Written communication

Computer skills

Sales aptitude

Attention to detail

Education

High school diploma or equivalent

Bachelor's degree in finance/business/economics (preferred)

Tools

FINRA licenses (6/63 preferred)

ChFC/CLU desirable

CRM software

Job description

Nationwide Financial seeks a Representative for the Annuity Solutions Center to handle inbound service calls and educate customers on products and solutions. You will resolve account inquiries, understand product suites, and apply changes while maintaining thorough documentation.

The role requires solid communication skills, a year of customer service experience, and compliance with FINRA rules. Training leads to a hybrid schedule with in-office days at designated locations.