Financial Services Analyst

Nationwide Mutual Insurance•Troy, NY

18h•Hybrid

About The Position

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 is a hybrid role and candidate must reside within 35 miles of Troy, NY location. Hours to be worked are 8:30AM-4:45PM EST. Exact on-site schedule to be determined by hiring manager. FINRA SIE, Series 6 and 63 are a requirement and must be obtained within 120 days of employment. #LI-KR2 #Nationwidefinancial Job Description Summary Do you love connecting and building new business relationships? If you have a natural curiosity, are excited about helping people and want to accelerate both your personal and professional growth, we want to know more about you! As an Analyst, you’ll provide outstanding care to our customers, partners, plan sponsors and investment professionals. You will educate customers in all aspects of plan/contract and provide solutions to our customers and partners. You’ll utilize technology to enhance conversations with customers, agents 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.
Call center environment.
Extended periods of time sitting in front of a computer and taking phone calls.
Due to fiduciary accountability within this job, a valid credit and/or background check will be required as part of the selection process.

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 line to support strategy of all business lines meeting goals.
Maintains records of conversations and follows a documentation process to support our 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 assigned business segment and/or to support other product 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 proper course of action, striving for first time final resolution.
When necessary, works with internal partners to resolve issues.
Fields escalated calls and has a proven ability to de-escalate complex situations and provide solutions to our 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 our members and partners.
Demonstrates proficiency with multiple technology systems and programs to provide a great experience for our customer.
Utilizes virtual technology and social media to enhance member, investment professional and plan sponsor experience.
Can easily navigate within Nationwide to provide correct data and information to our investment professionals and member base.
Develops and grows through monthly individual meetings with leadership to set in place a career path strategy.
Setting 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