Retirement Solutions Center Specialist (Remote/Hybrid)

Nationwide Mutual Insurance Company

Columbus (OH)

Hybrid

USD 42,000 - 52,000

Full time

3 days ago
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Benefits offered by this job

PTO
401(k) with match
Pension plan
Medical, dental, vision (day one)
Educational assistance
Insurance discounts

Job summary

Nationwide Mutual Insurance Company is seeking a Representative to support 457 Retirement accounts, handling inquiries, rollovers, distributions, and loan processing. You will educate participants on products, services, and online tools in a role that blends remote and hybrid work.

The position requires licensing timelines and training support for SIE and Series 6, with on-site requirements near Columbus, OH and remote options elsewhere.

Qualifications

  • High school diploma or equivalent required.
  • Undergraduate degree in finance, business administration, insurance, economics or communications preferred.
  • FINRA Series 6 and/or 63 licenses preferred; SIE licenses may be required during training.
  • ChFC, CLU or other industry designations desirable.
  • One year of experience in customer service.

Responsibilities

  • Receives and responds to calls from investment professionals, sponsors and members.
  • Interprets changes and enhancements to products, educating customers accordingly.
  • Maintains a record of conversations and documents interactions.
  • Follows FINRA rules and local laws to ensure compliance.
  • Supports career development through regular leadership meetings.

Skills

Customer service

Education

High school diploma or equivalent
Undergraduate degree in finance, business administration, insurance, economics, or communications

Job description

Nationwide Mutual Insurance Company is seeking a Representative to support 457 Retirement accounts, handling inquiries, rollovers, distributions, and loan processing. You will educate participants on products, services, and online tools in a role that blends remote and hybrid work.

The position requires licensing timelines and training support for SIE and Series 6, with on-site requirements near Columbus, OH and remote options elsewhere.

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