Nationwide · 10 hours ago
Representative, Retirement Solutions Center - Financial Services (Hybrid)
Columbus, OH
Full-time
Hybrid
Entry Level
$46K/yr - $61K/yr
1+ years expNationwide is a Fortune 100 company that provides extraordinary care to help individuals and businesses prepare for and protect their future. The Representative will connect with members and partners, addressing inquiries and providing consultative expertise on financial products and services.
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
Qualification
Required
High school diploma or equivalent required
Undergraduate degree in finance, business administration, insurance, economics, communications preferred
This role requires you obtain the Securities Industry Essentials (SIE), Series 6, and Series 63 licenses
The SIE license must be obtained either prior to your start date or within the first 120 days of employment
The Series 6 and Series 63 licenses must be obtained either prior to your start date or within the first 180 days of employment
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
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
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
Business casual attire
Company
Nationwide
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.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Jim Grafmeyer
VP, Chief Enterprise Architect
Tony Fenton
Vice President Commercial Lines Underwriting & Product - Commercial, E&S and Specialty
Recent News
2025-11-24
2025-10-20
2025-09-27
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