Financial Services Representative - ILI Operations, COLI/BOLI

Nationwide•Columbus, OH

11h•Hybrid

About The Position

Nationwide Financial, a Fortune 100 company with nearly $70 billion in annual sales, is seeking a Financial Services Representative to join their team. The company is dedicated to delivering extraordinary care to help individuals and businesses prepare for and protect their future, placing customers and partners at the center of everything they do. This position operates on a hybrid, SuccessFlex basis, requiring the associate to reside within 35 miles of One Nationwide Plaza, Columbus, OH, 43215, with a work schedule of 2 days in the office and 3 days remote. The role involves connecting and building new business relationships, providing timely and efficient service for assigned products and/or service center internal and external customers, and ensuring extraordinary customer care through workflow management and meeting service level agreements. This role does not qualify for employer-sponsored work authorization, and Nationwide does not participate in the Stem OPT Extension program.

Requirements

High school studies
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
Ability to acquire the required federal and/or state licenses/registrations within the time period designated by the business unit

Nice To Haves

Undergraduate studies
Participation in technical coursework such as LOMA, CLU, ChFC
FINRA Series 6 license (preferred, and may be required, based on assigned product/line-of-business or distribution system)
One to three years of work experience with product-related customer service
General knowledge of office practices, customer service, information systems and insurance/financial services industry practices (i.e. annuities, mutual funds)

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