Financial Services Representative

Nationwide Mutual Insurance-posted 3 days ago
Full-time • Entry Level
Hybrid • Grandview, OH
5,001-10,000 employees
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Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Nationwide is seeking a dedicated Financial Services Representative (Annuity New Business) to join our team. In this role, you will process business requests, maintain high standards of professional conduct, and provide outstanding quality customer service. The ideal candidate will live in Columbus as this role has weekly in office expectations. This position will be hired on a Success Flex basis. The hired associate must reside within 35 miles of the following location(s): Columbus: Three Nationwide Plaza, Columbus OH, 43215 Grandview: 1000 Yard Street Grandview OH, 43215 This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program. (Internal Use Only: C3 Pay Band) 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.

  • 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 duties as requested.
  • High school studies. Undergraduate studies 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.
  • Participation in technical coursework such as LOMA, CLU, ChFC desirable.
  • FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system.
  • 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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