Nationwide · 7 hours ago
Financial Services Representative, Annuity New Business - Transfer Phone Support Team
Columbus, OH
Full-time
Hybrid
Entry Level
$46K/yr - $76K/yr
1+ years expNationwide is a Fortune 100 company delivering extraordinary care to help individuals and businesses prepare for their future. The Financial Services Representative will support annuity transfer requests, providing exceptional customer service while managing workflows and ensuring compliance with regulations.
BankingFinancial ServicesInsuranceLife Insurance
No H1B
Responsibilities
Talk with customers and outside companies to help move annuity funds
Follow up on paperwork and resolve outstanding items
Partner with Underwriting and other internal teams to complete transfers
Provide professional customer service by phone and email
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
Required
Corporate-level customer service experience
Motivated, dependable, and eager to learn
High school studies
General knowledge of office practices, customer service, information systems and insurance/financial services industry practices (i.e. annuities, mutual funds)
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
Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit
Preferred
Insurance experience helpful, not required
Undergraduate studies desirable
Participation in technical coursework such as LOMA, CLU, ChFC desirable
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
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
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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