Financial Services Representative - Annuity New Business - PART TIME

Nationwide•Grandview Heights, OH

2d•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. About the Role & Team We’re experiencing exciting growth and are looking to add four (4) part‑time associates to our Surge Team to support annuity transaction processing during peak hours. This team plays a key role in managing volume increases, supporting Annuity New Business, and helping reduce overtime while maintaining high service standards. The Surge Team provides flexible support during high‑volume periods and serves as a feeder group to meet evolving business needs, including potential future full‑time opportunities based on performance and business demand. Work Location Requirement Primary Location: Ohio – Grandview Heights 1000 Yard Street, H Building Residency Requirement: Applicants must live within a 35‑mile radius of the Grandview Heights location due to in‑office and training requirements. Training Schedule Duration: 3 weeks Format: In‑person training Schedule: Monday – Friday, 12:00 PM – 5:00 PM Location: Ohio – Grandview Heights 1000 Yard Street, H Building Full on‑site participation during the training period is required prior to transitioning to the hybrid schedule. Work Schedule (Hybrid) Part‑Time Hours: 12:00 PM – 5:00 PM (25 hours per week) Hybrid Work Arrangement (Post‑Training): Monday & Tuesday: In office Wednesday – Friday: Work from home This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program. Job Description Summary Do you love connecting and building new business relationships? If you have a natural curiosity, are passionate about helping people and want to accelerate both your personal and professional growth, we want to know more about you! As a Representative, you'll provide timely, efficient service for an assigned product and/or service center internal and external customer. You will ensure that we are providing extraordinary care to our customers through workflow management and meeting all required service level agreements.

Requirements

High school studies. Undergraduate studies desirable.
Participation in technical coursework such as LOMA, CLU, ChFC desirable.
One to three years of work experience with product-related customer service work experience preferred.
General knowledge of office practices, customer service, information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred.
Effective verbal and written communications skills to effectively communicate with others.
Basic analytical and problem resolution skills.
Proven ability to research, analyze and solve problems, leveraging existing processes and procedures.
Ability to understand, anticipate and proactively act on customer needs.
Proven decision-making skills necessary for customer contacts.
Effective team-building and collaboration skills.

Nice To Haves

FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system.

Responsibilities

Processes business requests according to government regulations, contract provisions and internal procedures and controls.
Adheres to high standards of professional conduct consistent with the delivery of excellent customer service.
Provides outstanding quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
Maintains current knowledge of contract and product provisions, administration of Nationwide products, processing systems and related federal and state regulations.
Integrates lean methodology into daily interactions through problem-solving meetings and team huddles.
Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other operating units.
Includes understanding topics that require insurance or securities license and registration and understands when and how to route those inquiries to the properly registered representative.
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