Senior Investment Services Support Analyst

OhioX; Columbus (OH); Híbrido; USD 56.000 - 105.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical/Dental/Vision

401(k) match

Paid time off & holidays

Descripción de la vacante

Nationwide Financial is seeking a Senior Analyst to develop sales skills and identify opportunities in financial services. You will assist Investment Specialists, educate clients, and resolve issues through concierge-style service while guiding outbound and inbound communications.

You will work in a call-center environment, supporting NSLLC clients, and help deepen client relationships, retain assets, and coordinate with in-house advisors. Compliance and licensing expectations apply.

Formación

• High school education and undergraduate studies in business or finance preferred.
• FINRA SIE, Series 7, Series 63 and State Life/Annuity licenses to be obtained within 120 days post-hire.

Responsabilidades

• Build relationships with clients by introducing Investment Specialists to qualified leads.
• Identify retention opportunities from beneficiary claims and transition to new accounts.
• Make outbound calls to discuss financial goals and schedule meetings with Investment Specialists.
• Complete account reviews with Investment Specialists and provide information on investments and goals.
• Provide market insights and education on NSLLC products and services.

Conocimientos

Communication

Customer service

Problem solving

Call center experience

Educación

High school education

Undergraduate studies in business or finance

Descripción del empleo

Nationwide Financial is seeking a Senior Analyst to develop sales skills and identify opportunities in financial services. You will assist Investment Specialists, educate clients, and resolve issues through concierge-style service while guiding outbound and inbound communications.

You will work in a call-center environment, supporting NSLLC clients, and help deepen client relationships, retain assets, and coordinate with in-house advisors. Compliance and licensing expectations apply.