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Nationwide · 3 hours ago

Financial Service Rep

Grandview Heights, OH

Full-time

Hybrid

Entry Level

$46K/yr - $76K/yr

1+ years exp

Nationwide is a company dedicated to delivering extraordinary care to help individuals and businesses prepare for and protect their future. As a Financial Service Representative, you will provide timely and efficient service for assigned products, ensuring excellent customer service and adherence to regulations.

BankingFinancial ServicesInsuranceLife Insurance

No H1B

Responsibilities

Process incoming payments for Individual Retirement Accounts (IRAs)

Handle beneficiary updates and contract-level changes

Manage returned mail by updating records and re-sending account statements to members

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

Qualification

FINRA Series 6 licenseCustomer service experienceInsurance practicesAnalytical skillsProblem resolutionEffective communicationTeam collaboration

Required

High school studies

Participation in technical coursework such as LOMA, CLU, ChFC desirable

Must reside within 35 miles of Grandview, OH

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

Additional licenses/registrations may be required when new products and services are implemented

If an associate fails to acquire required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position

Preferred

FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system

One to three years of work experience with product-related customer service work experience preferred

General knowledge of office practices, customer service, information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred

Effective verbal and written communications skills to effectively communicate with others

Basic analytical and problem resolution skills

Proven ability to research, analyze and solve problems, leveraging existing processes and procedures

Ability to understand, anticipate and proactively act on customer needs

Proven decision-making skills necessary for customer contacts

Effective team-building and collaboration skills

Benefits

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