Representative, Retirement Solutions Center - Financial Services

Nationwide; EUA; Híbrido; USD 42 000 - 52 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Hybrid/remote opportunities

Pension plan

Health insurance from day one

Educational assistance

PTO

Resumo da oferta

Nationwide is a Fortune 100 company seeking a Representative to support 457 Retirement accounts, handling inquiries, rollovers, distributions and loan processing. You will educate participants on products and online tools while adhering to regulatory requirements.

The role offers remote/hybrid options with a hybrid requirement for onsite work within 35 miles of specific office locations. Training is a 7-week program with shift variability after training.

Qualificações

• High school diploma or equivalent required.
• Undergraduate degree preferred in finance, business, administration, insurance, economics or communications.
• Willing to pursue FINRA licenses (SIE, Series 6/63) within 170 days of employment.

Responsabilidades

• Provide service to 457 Retirement accounts, assisting with inquiries, rollovers, distributions and loan processing.
• Educate participants on products, services, and online tools.
• Handle calls from plan sponsors, members and investment professionals; ensure accurate documentation and compliance.

Formação académica

High school diploma or equivalent

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

Ferramentas

SIE license

Series 6/63 licenses

Descrição da oferta de emprego

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.

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

About the Role

As a Representative, you will support and service 457 Retirement accounts , assisting with inquiries, rollovers, distributions, loan processing, and educating participants on products, services, and online tools.

Work Location

This role offers remote and hybrid potential. Within 35 miles of our offices? Hybrid schedule with 2 days/week onsite is required.

Ohio: Three Nationwide Plaza, Columbus, OH 43215Arizona: 18700 North Hayden Rd, Scottsdale, AZ 85255Candidates outside the 35‑mile radius may be eligible for fully remote work.

Training & Schedule

Training: 7‑week program, Mon-Fri, 9 AM - 5:30 PM ET

Post‑Training: Shifts may fall between 8 AM - 11 PM ET , Mon-Fri, with possible Saturday shifts (9 AM - 6 PM ET)

Licensing Requirements (Required for the Role - Not Required to Apply)

This position requires the SIE , and Series 6 licenses. You do not need to have these licenses to apply or begin your career at Nationwide. Nationwide provides full support to help you earn them, including:

• Paid study time
• Study materials
• Classroom support
• All exam fees covered

Licensing timeline: SIE and Series 6 must be completed within 170 days of employment

Compensation & Benefits

• Minimum salary $47,151 ($23.40/hr)
• PTO, 401(k) with match, pension plan
• Medical, dental, vision (day one)
• Hybrid/remote opportunities
• Educational assistance
• Exclusive insurance discounts

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!

As a Representative, you'll provide extraordinary care to our members, partners, plan sponsors and investment professionals. You will understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions will be key to success. Additionally, you'll effectively interpret and articulate Nationwide's marketing strategies when communicating with customers.

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