Nationwide is a financial services company dedicated to delivering extraordinary care to help individuals and businesses prepare for and protect their future. The Representative role involves providing support to members, partners, and investment professionals by addressing inquiries and educating customers on various financial products.
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
Skills
- Candidates must live within a 35-mile radius of the following office locations: Ohio - Three Nationwide Plaza, Columbus, OH 43215; Arizona - 18700 North Hayden Rd, Scottsdale, AZ 85255
- Availability Hours Expected: Hours of Operation: 8:00 AM - 11:00 PM EST; Saturday: 9:00 AM to 6:00 PM EST
- Position is hybrid, requires 2 days in office
- Licensing Requirement: SIE, Series 6, must be obtained within 120 days of hire and Series 63 must be obtained within 180 days of hire
- Do you love connecting and building new business relationships?
- 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
- 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
- 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
- Education: High school diploma or equivalent required
- Experience: 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
- Regularly and consistently demonstrates the Nationwide Values
- Preferred candidate will have minimum of 3 months of experience with Retirement Solutions
- 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
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
Company Overview
Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States. It was founded in 1925, and is headquartered in Columbus, Ohio, USA, with a workforce of 10001+ employees. Its website is http://nationwide.com.
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