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.
Reporting Relationship: Reports to Supervisor/Manager and does not have direct reports.
Typical Skills and Experiences:
Education: High school diploma or equivalent required. Undergraduate degree in finance, business administration, insurance, economics, communications preferred.
License/Certification/Designation: ChFC, CLU, other industry designations desirable FINRA series 6 and/or 63 licenses preferred and may be required based on assign
Benefits
Dental insuranceVision insurance401(k)Remote work options
Additional Information
Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales 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.
This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program.
The role will be hired on a SuccessFlex basis and follows a hybrid work schedule, with 2 days in the office and 3 days remote work each week during training and post training.
Candidates must live within a 35-mile radius of the following office location:
Ohio - Grandview Heights, 1000 Yard Street, 43212
Training Schedule:
Weeks 1-4: Monday to Friday, 9 AM - 5:30 PM EST(Hybrid: 2 days in the office Tues & Wed, 3 days remote)
Week 5: Monday to Friday, between the hours of 8 AM - 8 PM EST (Hybrid: 2 days in the office, 3 days remote)
Post-Training Schedule:
Hybrid work schedule continues with 2 days in the office (Wednesday being a required day) and 3 days remote work each week.
Schedules will be 11:30 AM - 8 PM EST, Monday through Friday.
This position requires that you maintain the following technology requirements for your home office:
- 30 mbps download/3 mbps upload
- Acceptable internet service provider technologies are: broadband cable and fiber
- Wired connection between work equipment and home internet equipment
Your total rewards package includes a minimum salary of $47,151 with a competitive benefits package.
Benefits: We offer a competitive benefits package which includes:
- Paid time off
- 401(k) with company match of 50% on the first 8% you contribute
- Company-paid retirement (pension) plan
- Comprehensive medical, dental and vision benefits
Hybrid and work from home opportunities
- Educational assistance
- Exclusive insurance discounts
Training: We will provide you with our award-winning 5 week training program
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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.
Job Description
Nationwide · Ohio - Grandview Heights, 1000 Yard Street, H Building