Strategic Cross-Functional Financial Services Analyst

Nationwide; Grandview Heights (OH); Hybrid; USD 46,000 - 81,000; Full time

Benefits offered by this job

Medical/dental/vision

Life insurance

Paid time off

401(k) with company match

Job summary

Nationwide seeks a Financial Services Analyst in a hybrid environment to support cross-functional operations across annuity and contract administration. You will manage proposals, ensure compliance with plan provisions, and deliver superior client care while coordinating with internal teams.

The role emphasizes adaptability, accuracy, and ability to multi-task within 8:30 AM – 6:30 PM windows and vary schedules as needed. Prior experience in financial services and licensing readiness are valued.

Qualifications

• Four or more years of related work experience, including customer service.
• FINRA Series 6 license preferred, and may be required based on product/line-of-business.
• Ability to acquire required licenses/registrations within designated time period.

Responsibilities

• Proposes, sells and establishes new plans; sets up records and documents.
• Interprets plan provisions and product rules to process requests per Plan/Legal requirements.
• Delivers extraordinary care through workflow management and SLAs; seeks process improvements.
• Reviews and approves withdrawals, exchanges, deposits, annuity purchases and contract cash-outs.
• Handles follow-up on service issues; routes inquiries to properly-registered representatives.

Skills

Verbal communication

Written communication

Analytical skills

Multi-tasking

Education

High school studies

Undergraduate studies desirable

LOMA/CLU/ChFC desirable

Job description

Nationwide seeks a Financial Services Analyst in a hybrid environment to support cross-functional operations across annuity and contract administration. You will manage proposals, ensure compliance with plan provisions, and deliver superior client care while coordinating with internal teams.

The role emphasizes adaptability, accuracy, and ability to multi-task within 8:30 AM – 6:30 PM windows and vary schedules as needed. Prior experience in financial services and licensing readiness are valued.