Solutions Center Representative

NationwideGrandview Heights, OH
228d

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. This position will be hired on a hybrid SuccessFlex basis. The hired associate must reside within 35 miles of the following location: Columbus: 1050 Yard Street Building Grandview Heights Ohio 43212. Required qualification: NF ISS Life Solutions Center experience. This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program.

Requirements

  • High school diploma or equivalent required.
  • 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.
  • 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.
  • Excellent verbal and written communication skills to effectively communicate with others.
  • Proficiency with computers and common office software.

Nice To Haves

  • Leadership skills, competencies and experiences may take precedence.

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.
  • 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.
  • Works with internal partners to resolve escalated issues when necessary.
  • 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.
  • May perform other responsibilities as assigned.

Benefits

  • Medical/dental/vision insurance.
  • 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.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Industry

Insurance Carriers and Related Activities

Education Level

High school or GED

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