Financial Services Analyst

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.

Work Hours: The standard work schedule for this role is from 9:00 AM to 5:30 PM EST, Monday through Friday.

Overtime: The work schedule may include overtime as needed to meet business needs. Employees will be expected to work additional hours when required.

Hybrid Work Arrangement: This role requires the employee to work in the office on Tuesdays and Wednesdays. 

Work Location: The in-office work location is Ohio - Grandview Heights, 1000 Yard Street, H Building.

Key Competencies:

• Detail oriented
• Ability to perform under stressful situations and tight deadlines
• Learning quickly and making decisions based on facts
• Dealing with ambiguity
• Driven and results oriented
• Approachability - thrives in a team atmosphere
• Strong problem-solving skills
• Time management skills
• Continuous improvement mindset
• Strong commitment to engagement
• Ability to build and maintain customer/partner and firm relationships
• Technical knowledge related to annuities is preferred (not required)
• Effective written and oral communication skills

FINRA SIE & Series 6 Licensure are not required for this role.

(Internal Use Only: D2 Pay Band)

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 an Analyst, you'll provide prompt, efficient service for assigned product and/or service center internal and external customers. You will coordinate communication between contract holders, producers and internal Nationwide departments. We’ll count on you to review forms and files submitted by members or partners to ensure accurate entry into record keeping systems.

Job Description

Key Responsibilities:

• Prepares all materials to propose, sell and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications and client administrative guide, census and plan information.

• Interprets plan provisions, product rules and guidelines to process requests in accordance with Plan and Legal requirements.

• Provides extraordinary care to our customers through workflow management and meeting all required service level agreements. Proactively seeks out opportunities to improve processes and the members experience through use of lean methodology. 

• Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.

• Researches, reviews and analyzes errors and determines best course of action for a workable solution. Takes ownership of identifying and evaluating problems and analyzing customer inquiries to determine appropriate action. 

• Conducts follow up calls to service issues and questions, de-escalating complex customer requests and providing outstanding care during resolution. Includes understanding topics that require insurance or securities license and registration and when and how to route those inquiries to the properly-registered representative.

• Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases and contract cash-outs. Requests additional information when necessary.

• Compiles management information such as contract and sold case activity as needed by internal management.

• Communicates with customers, sales force, other departments, regional and/or