Apply on Employer Site

Nationwide · 3 weeks ago

Representative, Solutions Center- Financial Services

Arizona - Scottsdale

Full-time

Hybrid

Entry Level

$47K/yr - $47K/yr

1+ years exp

Nationwide is dedicated to delivering extraordinary care to help individuals and businesses prepare for and protect their future. As a Representative in the Solutions Center for Financial Services, you will provide support to members, partners, and plan sponsors by addressing inquiries and ensuring compliance with product and regulatory requirements.

BankingFinancial ServicesInsuranceLife Insurance

No H1B

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 into daily interactions through problem-solving meetings and team huddles

Develops and grows through monthly individual meetings with leadership to set in place a career path strategy. Setting goals and expectations to achieve success in the role as well as future opportunities

May perform other responsibilities as assigned

Qualification

FINRA series 6FINRA series 26ChFCCLUCustomer service experienceProficiency with computersInsurance productsCommunication skills

Required

One year of experience in customer service, sales related occupations

Knowledge of various insurance products and the sales process

Solid understanding of the state and local laws necessary to understand the legal implications of certain product features in different states

Understands the consequences of not following the FINRA rules and regulations

Excellent verbal and written communication skills to effectively communicate with others

Proficiency with computers and common office software

Ability to understand general aspects of plan/contract and utilizes technology to enhance conversations with customers

Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit

Preferred

ChFC, CLU, other industry designations desirable

FINRA series 6 and/or 26 licenses preferred and may be required based on assigned product/line-of-business or distribution system

Benefits

Paid time off

401(k) with company match of 50% on the first 8% you contribute

Company-paid retirement (pension) plan

Comprehensive medical, dental and vision benefits

Hybrid and work from home opportunities

Educational assistance

Exclusive insurance discounts

Medical/dental/vision

Life insurance

Short and long term disability coverage

Paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date

Nine paid holidays

8 hours of Lifetime paid time off

8 hours of Unity Day paid time off

401(k) with company match

Company-paid pension plan

Business casual attire

Company

Nationwide

Glassdoor3.9

Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States.

Founded in 1925

Columbus, Ohio, USA

10001+ employees