Financial Services Representative - Retirement Solutions, Money Out

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement If so then Nationwide Financial could be the place for you! At Nationwide on your side goes beyond just words. Our customers are at the center of everything we do and were looking for associates who are passionate about delivering extraordinary care.

Public Money Out processing role.

This Financial Services Representative role is on the Money Out NIGO Team.We are looking for a detail-oriented individual with a preference for candidates who have processing experience in financial services. While call center experience is beneficial this role does not involve a high call volume.

Hybrid role with in-Office 2 days (AZ Thursday & Friday or Ohio Wednesday & Tues/Thurs). Must be located within 35-mile radius of either the Columbus Ohio or Scottsdale Arizona office locations.

This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the StemOPT Extension program.

(Internal Use Only: C3 Pay Band)

Job Description Summary

Do you love connecting and building new business relationships If you have a natural curiosity are passionate about helping people and want to accelerate both your personal and professional growth we want to know more about you!

As a Representative youll provide timely efficient service for an assigned product and/or service center internal and external customer. You will ensure that we are providing extraordinary care to our customers through workflow management and meeting all required service level agreements.

Job Description

Key Responsibilities:

• 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.

May perform other responsibilities as assigned.

Reporting Relationships: Reports to Operations Division Manager or Service Team Unit Manager.

Typical Skills and Experiences:

Education: High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA CLU ChFC desirable.

License/Certification/Designation: FINRA Series 6 license preferred and may be required based on assigned product/line-of-business or distribution system.

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

Knowledge Abilities and Skills: 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.

Other criteria including leadership skills competencies and experiences may take precedence.

Staffing exceptions to the above must be approved by the hiring managers leader and HR Business Partner.

Values: Regularly and consistently demonstrates the Nationwide Values.

Job Conditions:

Overtime Eligibility: Non Exempt (Eligible)

Working Conditions: Normal office environment.

Associates 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. NOTE: A credit check may be required if a license is required for this position.

ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.

Benefits

We have an array of benefits to fit your needs including: medical/dental/vision life insurance short and long term disability coveragepaid 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. To learn more about the benefits we offer click here.

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged appreciated respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.

NOTE TO EMPLOYMENT AGENCIES:

We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.