Supervisor, Solutions Center - Financial Services (Retirement Solutions Operations) HYBRID jobs in United States
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Nationwide · 2 hours ago

Supervisor, Solutions Center - Financial Services (Retirement Solutions Operations) HYBRID

Nationwide is a Fortune 100 company that provides extraordinary care to help individuals and businesses prepare for their futures. The Supervisor role involves managing team activities, providing mentorship, and overseeing performance to ensure high-quality service in retirement solutions operations.

BankingFinancial ServicesInsuranceLife Insurance
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Responsibilities

Supervises all team activities including assigning and monitoring work, associate matters, team meetings, one-on-one meetings, asset retention efforts, etc.. Collaborates with associates to develop individual objectives and development plans and monitors progress accordingly. Addresses and supervises crucial, escalated inquiries from multiple distribution channels
Demonstrates effective leadership and manages performance according to Nationwide standards. Provides mentorship, feedback and rewards to team members. Acts as a guide and provides career development assistance to associates. Identifies and addresses improvement opportunities and implements development plans. Reviews call effectiveness and manages performance
Leads case design, business consultations, product updates, training, product rollouts, education and support. Identifies the question(s) behind the question to proactively help associates offer consultative expertise
Tackles complex issues and use appropriate resources for resolution. Acts as a subject matter authority/resource for other associates when team lead is not available. Understands the market and competitors to provide the desired outcome
Develops a team that demonstrates proficiency with multiple technology systems and programs to provide a great experience for our customers and financial professionals. Encourages team to embrace social media and utilizes virtual technology to enhance customer/advisor experience
Communicates, supports and implements business unit and product strategies at the operating level
Provides input to budget development and manages expenses accordingly
Partners with the training area to conduct analysis of training opportunities. Provides recommendations on training needs. Delivers training when necessary
Represents area and/or department on different committees and/or projects

Qualification

FINRA SIESeries 6Customer serviceSales experienceSupervisory skillsTraining skillsCommunication skillsLeadership skills

Required

Candidates must secure their FINRA SIE, Series 6 & 63 within the first 120 days from their start date
Six years of experience in customer service and sales including experience in leading/supervising a team of service and/or sales professionals
In-depth knowledge of products, sales and support techniques, distribution channels, best practices in sales, management and training of sales professionals required
Excellent verbal and written communication skills to connect with customers/ producers and supervise a team
Supervisory, communications and training skills

Preferred

Candidates with FINRA SIE and Series 6 in hand at time of hire are strongly preferred
Undergraduate degree in finance, business administration, insurance, economics or communications preferred

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
And more.

Company

Nationwide

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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.

Funding

Current Stage
Late Stage

Leadership Team

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Jim Grafmeyer
VP, Chief Enterprise Architect
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Tony Fenton
Vice President Commercial Lines Underwriting & Product - Commercial, E&S and Specialty
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Company data provided by crunchbase