Annuity Experience Consultant
About The Position
The Annuity Experience Team seeks to define the goal state experiences across our partner and member lifecycle by understanding their needs & expectations when working with Nationwide. We translate that into a vision and roadmap for the future, drive planning activities, sponsor execution, drive desired benefits and measure progress towards the goal state. This specific role will initially focus on supporting the new business experience for financial professionals (and may evolve beyond over time). Our work is essential to helping Nationwide build future capabilities to serve customer needs. Keeping existing products relevant and marketable and building new products takes research, critical thinking, practicality, and collaboration. If you enjoy gathering input and information, working independently and on a team and creating innovative solutions for customers, we want to know more about you! As a Consultant, you'll lead the initiation, development, and maintenance of products with respect to design, profitability, and growth. We'll count on you to collect information and make recommendations regarding overall corporate objectives, field operations and staff services.
Requirements
- Undergraduate degree in finance, economics, marketing, or related field preferred.
- Typically, eight years of relevant experience in a related industry.
- Demonstrated strategic decision making.
- Proficiency in the use of analytic tools, plans pricing and products.
- Ability to drive for results, navigate ambiguity and to understand strategic objectives.
- Ability to lead high profile projects.
- Ability to creatively present ideas in written form and through presentations.
- Effective verbal and written communication skills.
- Other criteria, including leadership skills, competencies and experiences may take precedence.
Nice To Haves
- Graduate degree desired.
- Industry designations (e.g., CPCU, ARM, CLU, FLMI, ChFC, CFP, NASD, etc.) preferred.
Responsibilities
- Partnering with the New Business Experience Owner to define the future state experience and plan for near-term outcomes and initiatives
- Consulting with project teams across the Annuity and Shared portfolios to ensure that we deliver an optimal experience for partners and members
- Researching competitor experiences and best practices and developing recommendations
- Researching current state experience of our partners and members across channels and product types and developing recommendations
- Supporting the creation and maintenance of the future state vision and roadmaps across the partner and member lifecycle
- Representing the Annuity Experience Team on various committees to help better inform our post-issue experience.
- Serves as a technical professional in the analysis of pricing and design features, product, and profitability.
- Actively finds opportunities for improvement and makes solution recommendations.
- Provides support and guidance related to product design and management.
- Provides high level, strategic input on key initiatives addressing product strategy and profitability objectives.
- Participates and may lead new business development and implementation projects.
- Works with Product Directors to predict needs and issues.
- Acts as a resource to Product Directors.
- Reacts appropriately to market conditions.
- Identifies and evaluates business opportunities.
- Partners with leadership to provide a regular assessment of financial results and recommendations to increase future profitability.
- Investigates and assists in development of new tools and technology to improve product performance.
- Reviews and analyzes highly technical and sophisticated market information on benchmark competitors.
- Identifies options to keep products market-competitive.
- May perform other responsibilities as assigned.
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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
