Financial Service Representative

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.

Position is hybrid, two days onsite in the Columbus, Ohio office.

We are seeking a highly adaptable and flexible individual to join our team. This role is ideal for someone with a background in finance or banking, but it is also open to candidates who are eager to learn as we are willing to train.

Key Responsibilities:

• Learn and master our products and systems through comprehensive training.
• Manage a high volume of work flowing through various queues, ensuring accountability and timely completion.
• Handle “not in good order” items, which may involve calling advisors or clients. Note that this role does not involve a large call volume.
• Collaborate effectively within a team-oriented environment.

Internal Note: Compensation Grade C3

Job Description Summary

Do you love connecting and building new business relationships? If you have a natural curiosity, are passionate 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 timely, efficient service for an assigned product and/or service center internal and external customer. You will ensure that we are providing extraordinary care to our customers through workflow management and meeting all required service level agreements.

Job Description

Key Responsibilities:

• Processes business requests according to government regulations, contract provisions and internal procedures and controls. Adheres to high standards of professional conduct consistent with the delivery of excellent customer service.

• Provides outstanding quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.

• Maintains current knowledge of contract and product provisions, administration of Nationwide products, processing systems and related federal and state regulations.

• Integrates lean methodology into daily interactions through problem-solving meetings and team huddles.

• Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other operating units. Includes understanding topics that require insurance or securities license and registration and understands when and how to route those inquiries to the properly registered representative. 

May perform other responsibilities as assigned.

Reporting Relationships: Reports to Operations Division Manager or Service Team Unit Manager.

Typical Skills and Experiences:

Education: High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable. 

License/Certification/Designation: FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system. 

Experience: One to three years of work experience with product-related customer service work experience preferred. 

Knowledge, Abilities and Skills: General knowledge of office practices, customer service, information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred. Effective verbal and written communications skills to effectively communicate with others. Basic analytical and problem resolution skills. Proven ability to research, analyze and solve problems, leveraging existing processes and procedures. Ability to understand, anticipate and proactively act on customer needs. Proven decision-making skills necessary for customer contacts. Effective team-building and collaboration skills.

Other criteria, including leadership skills, competencies and experiences may take precedence.

Staffing exceptions to the above must