Financial Services Representative - Annuity Disbursements

Nationwide•Columbus, OH

49d•Hybrid

About The Position

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. Annuity Disbursement processing role. This Financial Services Representative role is on the Annuity Disbursement Team. We are looking for a detail-oriented individual with a preference for candidates who have processing experience in financial services. While call center experience is beneficial, this role does not involve a high call volume. This position will be hired on a SuccessFlex basis. The hired associate must reside within 35 miles of the following location(s): Ohio: 1000 Yard St, Grandview Heights, OH, 43212 Work schedule: 2 days in office, 3 days remote This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program. Internal Compensation Grade: C3 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