Representative, Ohio Solutions Center - Financial Services

Nationwide Mutual Insurance•Columbus, OH

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 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. Qualified candidate will have 3 months of experience with the Ohio Deferred Compensation Plan. Requires SIE and Series 6 within 120 days. This position will be hired on a SuccessFlex basis. The hired associate must reside within 35 miles of the the following location: Columbus: 257 East Town Street Columbus, Ohio 43215 Internal Note: Compensation Grade: C3 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 excited 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 extraordinary care to our members, partners, plan sponsors and investment professionals. You will understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions will be key to success. Additionally, you’ll effectively interpret and articulate Nationwide's marketing strategies when communicating with customers.

Requirements

Qualified candidate will have 3 months of experience with the Ohio Deferred Compensation Plan.
Requires SIE and Series 6 within 120 days.
High school diploma or equivalent required.
One year of experience in customer service, sales related occupations.
Knowledge of various insurance products and the sales process.
Solid understanding of the state and local laws necessary to understand the legal implications of certain product features in different states.
Understands the consequences of not following the FINRA rules and regulations.
Excellent verbal and written communication skills to effectively communicate with others.
Proficiency with computers and common office software.
Ability to understand general aspects of plan/contract and utilizes technology to enhance conversations with customers.

Nice To Haves

Undergraduate degree in finance, business administration, insurance, economics, communications preferred.
ChFC, CLU, other industry designations desirable
FINRA series 6 and/or 26 licenses preferred and may be required based on assigned product/line-of-business or distribution system.

Responsibilities

Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics.
Understands the different product suites, including current line-up and products no longer sold that still require servicing.
Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change communications.
Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need.
Maintains a record of the conversations and follows a process of documentation to support our strategy of knowing our member better than anyone and use the information in a way that drives the relationship deeper.
Follows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, Nationwide policies, firms, plan documents and state and local laws.
Educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract.
Analyzes problems to determine proper course of action, striving for first time final resolution.
When necessary, works with internal partners to resolve escalated issues.
Integrates lean methodology into daily interactions through problem-solving meetings and team huddles.
Develops and grows through monthly individual meetings with leadership to set in place a career path strategy.
Setting goals and expectations to achieve success in the role as well as future opportunities.
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