Representative, Solutions Center - Financial Services

Nationwide Mutual Insurance Company; Columbus (OH); Hybrid; USD 46,000 - 76,000; Full time

Benefits offered by this job

Medical/dental/vision

Life insurance

401(k) with company match

Pension plan

Paid time off

Unity Day / holidays

Job summary

Nationwide Mutual Insurance Company is hiring for a hybrid Solutions Center Representative. The role involves assisting investment professionals, plan sponsors and members, understanding product suites and regulatory requirements, and providing exceptional service while adhering to FINRA and Nationwide policies.

The position requires 1 year of customer service or sales experience, a high school diploma or equivalent, and licenses (SIE, Series 6/63) within 120 days of hire.

Qualifications

• High school diploma or equivalent.
• Undergraduate degree in finance, business administration, insurance, economics, or communications preferred.
• FINRA Series 6 and Series 63 licenses must be obtained within 120 days of hire.
• One year of experience in customer service or sales is preferred.

Responsibilities

• Handle inbound calls from investment professionals, plan sponsors and members on various topics.
• Interpret and apply changes to products based on daily communications.
• Document conversations to support deepened member relationships.
• Ensure compliance with FINRA rules, Nationwide policies, and state laws.
• Educate customers on tax implications, penalties, surrender charges and benefits.
• Analyze problems to determine proper action and resolve escalations.

Skills

Customer service

Communication

Education

Undergraduate degree in Finance / related field

Tools

Office software

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

Candidates must live within a 35-mile radius of the following office locations:

Ohio - Three Nationwide Plaza, Columbus, OH 43215

Arizona - 18700 North Hayden Rd, Scottsdale, AZ 85255

Availability hours expected:

Hours of Operation: 8:00 AM - 11:00 PM EST

Saturday: 9:00 AM to 6:00 PM EST

Position is hybrid, requires 2 days in office.

Preferred candidate will have minimum of 3 months of experience with Retirement Solutions.

Licensing Requirement: SIE, Series 6 and Series 63 must be obtained within 120 days of hire.

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.

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.

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