Representative, Annuity Solutions Center

Nationwide; Grandview Heights (OH); Hybrid; USD 47,000 - 76,000; Full time

Benefits offered by this job

Paid time off

401(k) with company match

Company-paid pension plan

Medical, dental and vision benefits

Educational assistance

Insurance discounts

Job summary

Nationwide in the United States is seeking a customer-focused representative for the Solutions Center. You will handle calls from investment professionals, sponsors, and members, applying product knowledge and regulatory guidelines to advise and service clients.

The role emphasizes sales support, compliance with FINRA rules, and ongoing licensing readiness, with in-office Tuesdays and Wednesdays in Grandview Heights, OH, and hybrid/work-from-home options where applicable.

Qualifications

• Education: High school diploma or equivalent. Undergraduate degree in finance, business, administration, insurance, economics, or communications preferred.
• License/Certification/Designation: ChFC, CLU, other industry designations desirable; FINRA series 6 and/or 63 licenses preferred and may be required.
• Associates must acquire required licenses/registrations within the designated period; a credit check may be required.

Responsibilities

• Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics.
• Interprets and applies changes to products based on daily communications; offers consultative expertise.
• Maintains detailed records of conversations to support relationship building.
• Follows FINRA rules and Nationwide policies and state/local laws.
• Educates customers on tax implications, penalties, surrender charges, and plan features.
• Analyzes problems to determine action and seeks first-time resolution; collaborates with internal partners when needed.
• Sets career path goals through monthly meetings with leadership.

Skills

Customer service

Sales knowledge

Communication skills

FINRA rules

Insurance products

Regulatory compliance

Computer skills

Licensing readiness

Education

High school diploma

Undergraduate degree in finance, business administration, insurance, economics, or communications

FINRA Series 6/63 licenses preferred

Job description

This role will be hired on a SuccessFlex basis and is a hybrid work role.

The office location will be 1000 Yard Street, Grandview Heights, Ohio 43212.

You must reside within a 35-mile radius of the listed address.

Training Schedule

The 6-week training for this role will be 9 AM – 5:30 PM EST, Mon – Fri.

In office days will be Tuesday & Wednesday.

Post Training Schedule

Post training schedule will vary, with shifts available between 8 AM – 8 PM EST, Mon – Fri.

In office days will be Tuesday & Wednesday.

Your total rewards package includes a minimum salary of $47,151 ($23.40/hr) with a competitive benefits package.

Benefits

• Paid time off
• 401(k) with company match of 50% on the first 8% you contribute
• Company-paid retirement (pension) plan
• Comprehensive medical, dental and vision benefits

Hybrid and work from home opportunities

• Educational assistance
• Exclusive insurance discounts

Training

We will provide you with our award-winning 6-week training program.

Job Description Summary

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

Job Description

Key Responsibilities

• Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics. Understands the different product suites, including current line-up and products no longer sold that still require servicing.
• Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change communications. Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need.
• Maintains a record of the conversations and follows a process of documentation to support our strategy of knowing our member better than anyone and use the information in a way that drives the relationship deeper.
• Follows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, Nationwide policies, firms, plan documents and state and local laws.
• Educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract.
• Analyzes problems to determine proper course of action, striving for first time final resolution. When necessary, works with internal partners to resolve escalated issues. Integrates lean methodology into daily interactions through problem-solving meetings and team huddles.
• Develops and grows through monthly individual meetings with leadership to set in place a career path strategy. Setting goals and expectations to achieve success in the role as well as future opportunities.

May Perform Other Responsibilities As Assigned.

Reporting Relationship: Reports to Supervisor/Manager and does not have direct reports.

Typical Skills And Experiences

Education: High school diploma or equivalent required. Undergraduate degree in finance, business administration, insurance, economics, communications preferred.

License/Certification/Designation: ChFC, CLU, other industry designations desirable FINRA series 6 and/or 63 licenses preferred and may be required based on assigned product/line-of-business or distribution system.

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.

Experience: One year of experience in customer service, sales related occupations.

Knowledge, Abilities and Skills: Knowledge of various insurance products and the sales process. Solid understanding of the state and local laws necessary to understand the legal implications of certain product features in different states. Understands the consequences of not following the FINRA rules and regulations. Excellent verbal and written communication skills to effectively communicate with others. Proficiency with computers and common office software. Ability to understand general aspects of plan/contract and utilizes technology to enhance conversations with customers.

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 Human Resources Business Partner.

Values

Regularly and consistently demonstrates the Nationwide Values.

Job Conditions

Overtime Eligibility: Eligible (Non-Exempt)

Working Conditions: Call center environment. Extended periods of time sitting in front of a computer and taking phone calls.

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

We have an array of benefits to fit your needs, including:

• 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.

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

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