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Representative, Annuity Solutions Center - Hybridcial Services

Nationwide
Scottsdale, United Statesfull_timeVerifiedPosted 18 Feb 2025

About the role

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.

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

Check out the Day in the Life Video on this page before applying: Insurance Career Videos – Nationwide! It's the one titled "Solutions Center Careers at Nationwide." 

 

You career at Nationwide may begin on April 28th in the Annuity Solutions Center.  
 

This role is a hybrid work role and the office location will be: 

18700 Hayden Rd, Scottsdale, AZ 85255

You must reside within a 35-mile radius of the campus 

The 6 week training for this role will be remote. Training schedule is: Mon - Fri 10 AM – 6:30 PM EST. 

Post training schedule will vary, with shifts available between 8 AM – 8 PM EST, Mon - Fri. The post-training schedule will be hybrid, requiring two days in the office each week (Tuesday & Wednesday). 

Internal Use only: Comp grade- C3

#LI-Hybrid, #LI-CB2

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

Key Responsibilities: 

  • 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

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Company

Nationwide

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