Financial Services Analyst, Financial Services - Sales Assistant

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.

Sales Assistant

This position is responsible for handling basic to complex telephone/email/chat/fax inquiries from internal and external customers in an efficient professional and accurate manner. Provides customers with product knowledge and resolves customers concerns. Utilize functional expertise and knowledge of the business to support develop and lead new initiatives and maximize growth and profitability of the business.

Key Responsibilities:

Provides support for customers by handling inquiries via calls/emails/chats and demonstrates knowledge understanding and experience to handle volume of internal and or external customer inquiries may include escalations

Resolves complex questions/concerns and refer other inquiries to appropriate areas as needed

Project Management: To initiate execute communicate and document projects as needed

May act as a liaison to other departments where follow-up will be required to meet customers needs

Assists in identifying process improvement opportunities

Engages inspires educates and mentors new hires and incumbents

Collaborates with other areas to identify analyze and improve processes

Inputs and tracks into the appropriate databases

Supervisory Responsibilities:

This job does not have supervisory duties.

Education and Experience:

High School Diploma or GED (Preferred)

0-2 years experience (Preferred)

In lieu of the above education requirements an equivalent combination of education and experience may be considered.

Certificates Licenses Registrations:

Property & Casualty License (Preferred)

SIE Exam and Series 6 and 63 Licenses (Preferred)

Functional Skills:

Advanced product knowledge and insurance regulations knowledge

Excellent working knowledge of Allstate s systems required to perform the role

Ability to sell and service policies (based on requirements of the department)

Ability to diffuse customers and agents

Excellent working knowledge of billing concepts and Nationwide billing systems

Effective oral and written communication skills

Intermediate problem-solving skills

Ability to adjust schedule according to business need

This is a hybrid role where candidates are required to into the Boise Regional office twice a week.

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 an Analyst youll provide prompt efficient service for assigned product and/or service center internal and external customers. You will coordinate communication between contract holders producers and internal Nationwide departments. Well count on you to review forms and files submitted by members or partners to ensure accurate entry into record keeping systems.

Job Description

Key Responsibilities:

• Prepares all materials to propose sell and establish new plans and set up appropriate records: proposal illustrations trust agreements IRS determination reporting employee communications and client administrative guide census and plan information.

• Interprets plan provisions product rules and guidelines to process requests in accordance with Plan and Legal requirements.

• Provides extraordinary care to our customers through workflow management and meeting all required service level agreements. Proactively seeks out opportunities to improve processes and the members experience through use of lean methodology.

• Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.

• Researches reviews and analyzes errors and determines best course of action for a workable solution. Takes ownership of identifying and evaluating problems and analyzing customer inquiries to determine appropriate action.

• Conducts follow up calls to service issues and questions de-escalating complex customer requests and providing outstanding care during resolution. Includes understanding topics that require insurance or securities license and registration and when and how to route those inquiries to the properly-registered representative.

• Reviews and approves requests for withdrawal exchanges deposits annuity purchases and contract cash-outs. Requests additional information when necessary.

• Compiles management information such as contract and sold case activity as needed by internal management.

• Communicates with customers sales force other departments regional and/or field offices and other industry companies on topics that do not require insurance or securities licensing and registration. Collaborates and networks with outside business units to create innovative solutions for internal and external customers. Maintains appropriate and processes business according to government regulations contract provisions and internal procedures and controls.

• Conducts in good order reviews or other applicable requests for servicing Nationwide policies and customers for withdrawal exchanges deposits annuity purchases and contract cash-outs.

• Helps with research for written responses to Nationwide formal complaints.

• Participates in special projects as assigned. Collaborates with appropriate staff to design document and implement process improvements and best practices

May perform other responsibilities as assigned.

Reporting Relationships: Reports to Operations Division Manager or 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: Four or more years of related work experience including customer service experience preferably with cross-functional business unit exposure. Customer service experience required.

Knowledge Abilities and Skills: Knowledge of Nationwides suite of financial products. Excellent verbal and written communications skills in order to manage relationships with internal and external customers. Strong analytical and problem resolution skills. Ability to research analyze and solve problems leveraging existing and innovative methodologies. Ability to understand anticipate and proactively act on customer needs. Proven decision-making skills necessary for customer contacts. Ability to multi-task independently manage work and establish priorities that conform to time service and quality standards. Strong 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 Human Resources 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 the 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.