Financial Services Rep - Annuity Operations

Nationwide•Grandview Heights, OH

1d•$46,345 - $75,500•Hybrid

About The Position

This role supports Annuity Operations within Member Services and is responsible for processing post-sale annuity transactions including incoming money activity, ownership updates, beneficiary changes, recurring deposits, and related account servicing functions. 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.
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 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.
Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit.
A credit check may be required if a license is required for this position.

Nice To Haves

Participation in technical coursework such as LOMA, CLU, ChFC desirable.

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