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.

In this role, you will handle complex and exception processing, support quality checks, and prepare and submit plan agreements and regulatory forms. You'll be responsible for creating and uploading annual plan reviews, administering basic plans, and acting as the gatekeeper for customer communications.

Additionally, you'll assist in identifying business needs, managing specific processes, and providing training and onboarding for new hires. Your analytical skills and attention to detail will be crucial in conducting research, performing quality control functions, and ensuring compliance with regulations.

This position offers a unique opportunity to make a significant impact on our annuity and life business while advancing your career in a supportive and innovative environment.

This role does not qualify for employer-sponsored work authorization.  Nationwide does not participate in the Stem OPT Extension program.

Role will be filled in Columbus and current remote associates will also be considered.

(Internal Use Only: D2 Pay Band)

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Job Description Summary

Join Nationwide's dynamic Financial Services team as a Financial Services Analyst and become an integral part of a forward-thinking organization committed to excellence and innovation. Our team values collaboration, continuous improvement, and a customer-centric approach, ensuring that we deliver top-notch financial solutions and services. As a member of our team, you'll have the opportunity to work with industry experts, leverage cutting-edge technology, and contribute to meaningful projects that drive our business forward.

Job Description

Key Responsibilities:

Provides prompt efficient service for assigned product and/or service center internal and external customers. Designs and administers plans funded by all types of investments, with investment direction provided by trustee(s) and/or plan participants. Coordinates full communication between contract holders, producers, and with internal Nationwide departments.

The following duties cover what are generally believed to be principal and essential functions of the job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.

1. 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 on system.

2. Follow-up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.

3. Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases, and contract cashouts. Requests additional information when necessary.

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

5. Communicates with customers, sales force, other departments, regional and/or field offices and other industry companies through oral and written communications. Maintains appropriate records.

6. Approves and processes business in accordance with government regulations, contract provisions, and internal procedures and controls.

7.