Financial Services Analyst

Nationwide • Troy, NY

1d • $46,345 - $80,700 • Hybrid

About The Position

This is a hybrid role 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. The role is with Nationwide Financial, where the focus is on providing extraordinary care to customers and partners. The candidate must reside within 35 miles of Troy, NY. The working hours are 8:30 AM - 4:45 PM EST, with the exact on-site schedule to be determined by the hiring manager. FINRA SIE, Series 6 and 63 are a requirement and must be obtained within 120 days of employment. The Analyst will provide outstanding care to customers, partners, plan sponsors, and investment professionals, educating them on all aspects of their plan/contract and providing solutions. Technology will be utilized to enhance conversations and educate advisors.

Requirements

• High school diploma or equivalent required.
• FINRA SIE, Series 6 and 63 are a requirement and must be obtained within 120 days of employment.
• Two to three years of experience in customer service, sales-related occupations.
• Knowledge of various insurance products and the sales process.
• Strong understanding of the state and local laws necessary to understand the legal implications of certain product features in different states.
• Understands the consequences of not following the FINRA rules.
• Excellent verbal and written communication skills to effectively communicate with others.
• Proven understanding of the state and local laws necessary to understand the legal implications of certain product features in different states.
• Understands the firm/plan restrictions and how they apply to the business.
• Ability to interpret and articulate our marketing strategies when speaking with customers.
• Ability to educate members who call regarding service inquiries and helps facilitate in-depth consultative conversations and turns these inquiries into sales leads for their own product line or other Nationwide Financial products.
• Regularly and consistently demonstrates Nationwide Values.

Nice To Haves

• Undergraduate degree in finance, business administration, insurance, economics, communications preferred.
• ChFC, CLU, other industry designations desirable.
• FINRA series 6 license may be required, FINRA series 26 preferred and may be required based on assigned product/line-of-business or distribution system.

Responsibilities

• Receives and responds to incoming calls from investment professionals, plan sponsors, and policyholders on multiple financial topics.
• Understands the different product suites, including current line-up and products no longer sold that still require servicing.
• Interprets and applies all changes and enhancements to new and old products, based on daily change communications.
• Identifies sales leads for unfamiliar product lines to support the strategy of all business lines meeting goals.
• Maintains records of conversations and follows a documentation process to support the strategy of knowing our member better than anyone and uses the information in a way that drives the relationship deeper.
• Follows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, Nationwide policies, firms, plan documents, and state and local laws.
• Uncovers sales opportunities by turning service inquiries into sales leads within the assigned business segment and/or to support other products by providing a sales lead.
• Educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation, and/or benefits pertaining to the plan/contract.
• Analyzes problems to determine the proper course of action, striving for first-time final resolution.
• Works with internal partners to resolve issues when necessary.
• Fields escalated calls and has a proven ability to de-escalate complex situations and provide solutions to members and partners.
• Integrates lean methodology into daily interactions through problem-solving meetings and team huddles.
• Seeks proactive opportunities to improve operational processes, including partnering with other business units to drive results for members and partners.
• Demonstrates proficiency with multiple technology systems and programs to provide a great experience for the customer.
• Utilizes virtual technology and social media to enhance member, investment professional, and plan sponsor experience.
• Easily navigates within Nationwide to provide correct data and information to investment professionals and the member base.
• Develops and grows through monthly individual meetings with leadership to set in place a career path strategy.
• Sets goals and expectations to achieve success in the role as well as future opportunities.
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED