Specialist, Bundled Client Services

Nationwide Mutual Insurance Company; Columbus (OH); Hybrid; USD 71,000 - 133,000; Full time

Benefits offered by this job

Medical/dental/vision coverage

401(k) with company match

Pension plan + generous PTO

Job summary

Nationwide Mutual Insurance Company seeks a Specialist, Bundled Client Services to manage assigned caseloads, ensuring plans are administered per documents and agreements. You will collaborate with producers, clients, accountants, and attorneys in ongoing plan administration and sponsor meetings.

The role emphasizes knowledge of retirement plans, ERISA regulations, and strong customer service. This position may be remote with a hybrid in-office schedule for those in eligible locations.

Qualifications

• Requires undergraduate studies or equivalent experience with retirement plans (ERISA/IRS) knowledge.
• Licensure: FINRA Series 6; additional licenses/registrations may be required by the business unit.
• Strong ability to communicate, both verbally and in writing, with plan sponsors and clients.
• Demonstrated problem-solving skills and the ability to analyze business needs and design appropriate plans.

Responsibilities

• Conduct quarterly plan checkup reviews with plan sponsors.
• Serve as shared contact for plan sponsors and financial professionals.
• Develop and manage relationships with internal/external clients and business partners.
• Identify business needs and provide solutions for clients and plans.
• Coordinate client visits and discuss plan document amendments as needed.

Skills

Advanced knowledge of retirement plans

ERISA/IRS requirements knowledge

Strong communication skills

Analytical/problem-solving ability

Interpersonal facilitation skills

Ability to manage multiple tasks

Education

Undergraduate studies or equivalent related work experience

FINRA Series 6 license

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 is open to remote associates with the right skill set and experience level, but those working in an office location will need to be prepared to work a hybrid in-office schedule (minimum of two days per week). This is an F2 band role.

Job Description Summary Our work helps people retire more successfully, with products and services that support financial well-being of retirement plans and their participants. With strong teamwork and an outstanding culture, we combine technical expertise with relationship management to create better futures for these plans. If you are ready to put your knowledge of financial products and services to use, can anticipate and solve challenges and provide outstanding customer service, we want to know more about you! As a Specialist, you’ll handle assigned caseloads to assure that plans are administered according to the plan documents and agreements with the client. You will manage relationship with clients by working with producers, clients, accountants and attorneys in design and ongoing administration of plans, providing assistance to clients with governmental audits, preparing and conducting plan sponsor/participant meetings, providing expertise to sales personnel in the design, development and presentation to prospective customers.

Key Responsibilities

• Conducts quarterly plan checkup reviews with plan sponsors.
• Serves as shared point of contact for plan sponsors and financial professionals.
• Develops and manages relationships with internal/external clients and business partners.
• Identifies business needs, service requirements, key issues, alternative solutions and resources for the clients and business.
• Communicates with plan sponsors, their representatives and/or producer about the sale or administration of qualified retirement plans.
• Schedules and coordinates client visits.
• Reviews/consults with plan sponsors on document/amendment changes.
• May perform other responsibilities as assigned.

Reporting Relationships

Reports to Operations Division Manager or Unit Manager and does not have direct reports.

Typical Skills and Experiences

• Education: Undergraduate studies or equivalent related work experience.
• License/Certification/Designation: FINRA Series 6 license - 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 or is unable to obtain required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position.
• Experience: Four years of financial services experience in retirement plans with some background in direct access and consultation with clients.
• Knowledge, Abilities and Skills: Advanced knowledge of retirement plans, ERISA and IRS requirements. Understanding of complex financial concepts. Detailed knowledge of qualified retirement plan concepts, understanding plan documents, reconciliation of plan assets and thorough knowledge of Internal Revenue Code and Department of Labor regulations. Working knowledge of investments including annuities, mutual funds, employer stock and partnerships, etc. and the financial market place. Continuous development in laws and regulations about qualified retirement plans, continuous improvement and customer service. Ability to communicate effectively, both verbally and in writing. Ability to analyze and recommend solutions to business issues. Ability to explain governmental requirements and investment products to plan sponsors, their representatives and producers. Ability to analyze the business needs of a customer or potential customer to develop and design the appropriate plan(s) to fit the needs and desires of their client(s). Must have working knowledge of products, services and processes of the related business unit. Ability to develop and maintain strong collaborative relationships with business unit and client. Ability to lead multiple tasks and projects. Ability to evaluate and recommend problem resolutions. Must have strong interpersonal and facilitation skills. Must be able to lead multiple tasks and projects. Must have the ability to research issues thoroughly, evaluate and recommend issue resolutions. Proven problem-solving skills in identifying problem situations and generating viable solutions. 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 HR Business Partner.

Values

Regularly and consistently demonstrates the Nationwide Values.

Job Conditions

Overtime Eligibility: Exempt (Not eligible) Working Conditions: Normal office environment.

We currently anticipate accepting applications until 08/23/2026. However, we encourage early submissions, as the posting may close sooner if a strong candidate slate is identified before the deadline.

Benefits

• 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.

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.

This position could be filled within any of the lower 48 U.S. states.

Smoke-Free Iowa Statement

Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at 888-944-2247. For NY residents please review the following state law information: Notice of Employee Rights, Protections, and Obligations LS740 (ny.gov) https://dol.ny.gov/system/files/documents/2022/02/ls740_1.pdf

Note to Employment Agencies

NOTE TO EMPLOYMENT AGENCIES: We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means. 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 Specialist, Bundled Client Services : $71,000.00-$133,000.00 The expected starting salary range for Specialist, Bundled Client Services : $71,000.00 - $107,000.00 At Nationwide, we find purpose in protecting people, businesses and futures with extraordinary care – and we’ve been doing that since 1926. Our financial strength and caring culture extend beyond our associates into the communities we serve. You really can feel the difference at Nationwide, which is why we continue to be named one of the Fortune 100 Best Companies To Work For. Check out why others think we're a great place to work, too, and let us know – can you see yourself at Nationwide?