Nationwide · 21 hours ago
Financial Services Representative
United States
Full-time
Remote
Entry, Mid Level
$42K/yr - $60K/yr
1+ years exp
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Hiring Manager
Yusef Abdul-Zahir, MBA, PHR
Insider Connection @Nationwide
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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
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Required
High school diploma or equivalent required.
Candidates must be prepared to pass the Series 6 and SIE exams within the first 120 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
Undergraduate degree in finance, business administration, insurance, economics, communications preferred.
Licensed candidates are strongly 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
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 Fowler
Chief Technology Officer
Ramon Jones
Executive Vice President and Chief Marketing Officer
Recent News
2024-11-08
Google Patent
2024-11-08
Company data provided by crunchbase
