Representative, Retirement Solutions Center

About the role

This role is available on a SuccessFlex basis and follows a hybrid work schedule, with 2 days in office and 3 days remote each week during training and post-training.

Responsibilities

• Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics.
• Interprets and applies 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.
• Fulfills all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, Nationwide policies, firms, plan documents and state and local laws.
• Edits 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. Works with internal partners to resolve escalated issues.
• Develops and grows through monthly individual meetings with leadership to set in place a career path strategy. Sets goals and expectations to achieve success in the role as well as future opportunities.
• May perform other responsibilities as assigned.

Requirements

• Licensing Requirements: Requires the Securities Industry Essentials (SIE) and Series 6 licenses. Full support provided to help earn these licenses, including paid study time, study materials, classroom support, and all exam fees covered.
• Work Schedule: Hybrid work schedule with 2 days in office and 3 days remote each week during training and post-training.
• Location: Candidates must live within a 35-mile radius of one of the following office locations: Ohio: Three Nationwide Plaza, Columbus, OH 43215; Arizona: 18700 North Hayden Rd, Scottsdale, AZ 85255.

Qualifications

• Education: High school diploma or equivalent required. Undergraduate degree in finance, business administration, insurance, economics, communications preferred.
• Experience: One year of experience in customer service, sales related occupations.

Skills

• 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.
• Understanding of 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.

Benefits

• Medical/dental/vision coverage
• 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
• Eight hours of Lifetime paid time off
• Eight hours of Unity Day paid time off
• 401(k) with company match
• Company-paid pension plan
• Business casual attire