Representative, Solution Center

OhioX; Grandview Heights, Northern (OH, KY); Hybrid; USD 46,000 - 76,000; Full time

Benefits offered by this job

Health benefits

Paid time off

401(k) match

Job summary

Nationwide is seeking a dedicated Representative, Solutions Center - Financial Services in Grandview Heights, OH. You will handle calls from investment professionals, plan sponsors and members, explaining product lines and regulatory requirements while applying changes from communications.

Your role drives customer understanding and strong relationships. Qualifications include at least one year in customer service or sales, a high school diploma or equivalent, and a preferred college degree in

Qualifications

• One year of experience in customer service or sales-related occupations.
• Undergraduate degree in finance, business administration, insurance, economics, or communications preferred.
• Familiarity with insurance products and sales processes; knowledge of FINRA rules/regs desired.

Responsibilities

• Respond to inquiries from investment professionals, plan sponsors and members on various topics.
• Interpret and apply changes to products based on daily communications; identify underlying needs.
• Document conversations and follow processes to deepen member relationships.
• Ensure compliance with FINRA rules, Nationwide policies, plan documents and state/local laws.
• Educate customers on tax implications, fees, surrender charges, and benefits; explain plan features.
• Resolve issues escalating with internal partners; participate in problem-solving meetings and team huddles.
• Set career path goals through monthly leadership meetings and performance planning.

Skills

Customer service

Sales experience

Insurance knowledge

Regulatory compliance

Communication skills

Education

High school diploma or equivalent

Undergraduate degree preferred in finance, business or related field

Tools

CRM software

Microsoft Office

Job description

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 is a hybrid role based in Grandview Heights, Ohio, requiring on‑site presence at least two days per week. Must be available to work a shift between the hours of 8:00AM-8:00PM EST.

This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension 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!

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.

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.

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. To learn more about the benefits we offer,

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.

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-$75,500.00The expected starting salary range for Representative, Solutions Center - Financial Services : $46,345.00 - $60,800.00