Representative, Retirement Solutions Center - Financial Services Representative (Remote)

Nationwide Mutual Insurance•Columbus, OH

5d•Hybrid

About The Position

As a Representative, you will support and service 457 Retirement accounts, assisting with inquiries, rollovers, distributions, loan processing, and educating participants on products, services, and online tools. This role offers remote and hybrid potential. Within 35 miles of our offices? Hybrid schedule with 2 days/week onsite is required. Ohio: Three Nationwide Plaza, Columbus, OH 43215 Arizona: 18700 North Hayden Rd, Scottsdale, AZ 85255 Candidates outside the 35‑mile radius may be eligible for fully remote work. Training: 7‑week program, Mon–Fri, 9 AM – 5:30 PM ET. Post‑Training: Shifts may fall between 8 AM – 11 PM ET, Mon–Fri, with possible Saturday shifts (9 AM – 6 PM ET). This position requires the SIE, and Series 6 licenses. You do not need to have these licenses to apply or begin your career at Nationwide. Nationwide provides full support to help you earn them, including: Paid study time, Study materials, Classroom support, All exam fees covered. Licensing timeline: SIE and Series 6 must be completed within 170 days of employment.

Requirements

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.