Financial Services Representative – Annuity & Life Distribution (In Office)

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.

Annuity & Life  Distribution Team Overview

The Annuity & Life  Distribution Team consists of 15 full-time associates. We assemble and mail Annuity contracts and Life policies to ensure our members have their vital information as they prepare for and live in retirement. The team is also responsible for owner and agent related correspondence, distribution maintenance, as well as researching to generating letters for Reg210 and Reg60 requirements.

Role responsibilities will be assembling both our life policies and annuity contracts.  Additional duties include managing workflow and various other functions to ensure timely processing, consistency, and quality in a high volume and fast paced environment.

Competencies

• Detailed oriented
• Ability to perform under stressful situations and tight deadlines
• Learning quickly and making decisions based on facts
• Positive change agent, comfortable with complexity and ambiguity
• Approachability - thrives in a team atmosphere
• Strong problem-solving skills
• Time management skills
• Mindset of continuous improvement and overall quality in daily work
• Strong commitment to personal and team engagement
• Ability to effectively maintain and deliver on daily needs
• Ability to build and maintain member relationships
• Strong internal relationships with business partners, peers, and leadership
• Possess exceptional verbal and written communication skills

The opportunity will be at the Grandview Yard location (1000 Yard Street, Grandview Heights, OH 43212) and is 100% in-office. This position requires work hours from 8:00 AM to 4:30 PM, Monday through Friday, and may require working on certain holidays.

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

Internal use only: C3 Comp Grade

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