Financial Services Representative

About the role

Enjoy the vibrant energy of the Arena District while working in a hybrid environment, with two days per week in the office. Must be available to work a shift between the hours of 8am-5:30pm EST.

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.
• Understands topics that require insurance or securities license and registers inquiries appropriately.
• May perform other responsibilities as assigned.

Requirements

To be considered, candidates must reside within 35 miles of the following location: Three Nationwide Plaza, Columbus, OH 43215.

Qualifications

• Education: High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.
• Licenses/Certifications/Designations: 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.

Skills

• 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.

Benefits

• Medical/dental/vision insurance
• Life insurance
• Short and long term disability coverage
• Paid time off
• 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

Pay

The national salary range for Financial Services Representative : $46,345.00-$75,500.00

Schedule

Normal office environment.