Representative, Solutions Center - Financial Services
Nationwide · Grandview Heights, OH · 1 mo ago
$46k–$76k/yrFull-time
We need to output HTML fragment with sections: headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content.
We need to extract content: The posting includes description about role, responsibilities, training, hybrid schedule, licensing, benefits, pay (minimum salary $47,151, also salary ranges). Also schedule: training hours, work schedule expectations, hybrid schedule, etc.
We must not repeat job title as heading. No Job ID etc. Remove boilerplate like EEO, legal, etc. Also remove duplicated lines.
We need to preserve all substantive information.
We need to decide sections: About the role (intro paragraph), Responsibilities (list), Requirements (maybe education, experience), Qualifications (maybe licensing), Skills (maybe knowledge, abilities), Benefits (list), Pay (salary), Schedule (training hours, work schedule, hybrid). Could combine some.
We must not create sections with filler like "commensurate with experience". We have actual numbers.
Let's parse content:
Intro: "Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This opportunity supports Nationwide's Life, Annuity, and Retirement Solutions customer service teams. Representatives serve as a primary point of contact for customers, assisting through inbound service calls, responding to questions, processing policy or account requests, resolving issues, and educating customers on products, services, and available solutions. Associates will complete role-specific training before transitioning into a flexible hybrid work environment."
That's about the role.
Responsibilities: list from "Job Description Key Responsibilities:" bullet points. Also earlier "Representatives serve as a primary point of contact..." but that's more description. We'll extract bullet list:
- 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.
- May Perform Other Responsibilities As Assigned.
- Reporting Relationship: Reports to Supervisor/Manager and does not have direct reports.
We can keep as list.
Requirements: maybe education, experience, licensing. Could separate Requirements (education, experience) and Qualifications (licenses, designations). But we can combine.
Let's extract:
Education: High school diploma or equivalent required. Undergraduate degree in finance, business administration, insurance, economics, communications preferred.
License/Certification/Designation: ChFC, CLU, other industry designations desirable. FINRA series 6 and/or 63 licenses preferred and may be required based on assigned product/line-of-business or distribution system. 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.
Experience: One year of experience in customer service, sales related occupations.
Knowledge, Abilities and 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. 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. Other criteria, including leadership skills, competencies and experiences may take precedence. Staffing exceptions to the above must be approved by the hiring manager’s leader and Human Resources Business Partner.
Values: Regularly and consistently demonstrates the Nationwide Values.
Job Conditions: Overtime Eligibility: Eligible (Non-Exempt). Working Conditions: Call center environment. Extended periods of time sitting in front of a computer and taking phone calls. 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.
We could put Requirements (education, experience) and Qualifications (licenses, designations). Skills (knowledge, abilities). But we need to avoid too many thin sections. Maybe combine Requirements and Qualifications into one "Requirements" section covering education, experience, licensing. Skills separate.
Benefits: list from "Your total rewards package includes a minimum salary of $47,151 with a competitive benefits package. Benefits: We offer a competitive benefits package which includes: Paid time off 401(k) with company match of 50% on the first 8% you contribute Company-paid retirement (pension) plan Comprehensive medical, dental and vision benefits Hybrid and work from home opportunities Educational assistance Exclusive insurance discounts Training: We will provide you with our award-winning 5 week training program"
Also later: "Benefits We have an array of benefits to fit your needs, including: 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, and more."
We need to preserve all substantive info, not duplicate. We'll combine.
Pay: "Your total rewards package includes a minimum salary of $47,151 with a competitive benefits package." Also salary ranges: national salary range $46,345.00-$75,500.00; expected starting salary range $46,345.00 - $60,800.00.
We'll include Pay section with those numbers.
Schedule: Training hours: "Training is expected to last approximately 5 to 6 weeks, with specific dates provided prior to the start of each class. Anticipated class start dates will be in November. Training hours are generally Monday through Friday, approximately 10:00 a.m. to 6:30 p.m. Eastern Time. Hours may vary slightly based on business needs and training activities. Training may include classroom instruction, job shadowing, systems practice, and hands-on customer interactions with guidance from experienced team members."
Hybrid Work Schedule: "Upon successful completion of training, associates will transition to a hybrid work schedule with two required in-office days per week in either Grandview Yard (Columbus, OH) or Scottsdale, AZ. In-office schedules will generally follow either Tuesday/Wednesday or Wednesday/Thursday pattern, depending on team assignment and business needs. Work Location Flexibility: Associates generally follow a hybrid schedule with two in-office days per week at 1000 Yard Street, Grandview Heights, OH 43212 or 18700 North Hayden Rd, Scottsdale, AZ 85255. Depending on business needs, role assignment, and geographic location, certain positions may be eligible for a fully remote work-from-home arrangement. Equipment is provided for both office and work-from-home environments. Equipment will be provided for both office and remote work environments. Associates are responsible for transporting their company-issued laptop between locations. Remote work requires a direct Ethernet connection to the home router using company-provided equipment. Wi-Fi connections are not permitted."
Scheduling Expectations: "Work schedules may be assigned within departmental operating hours, generally between 8:00 a.m. and 8:00 p.m. Eastern Time, with some teams supporting customers as late as 11:00 p.m. Eastern Time. Rotational Saturday schedules may be required based on business needs."
We'll put Schedule section covering training hours, hybrid schedule, work schedule expectations.
Now we need to output HTML fragment with
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content.
We need to extract content: The posting includes description about role, responsibilities, training, hybrid schedule, licensing, benefits, pay (minimum salary $47,151, also salary ranges). Also schedule: training hours, work schedule expectations, hybrid schedule, etc.
We must not repeat job title as heading. No Job ID etc. Remove boilerplate like EEO, legal, etc. Also remove duplicated lines.
We need to preserve all substantive information.
We need to decide sections: About the role (intro paragraph), Responsibilities (list), Requirements (maybe education, experience), Qualifications (maybe licensing), Skills (maybe knowledge, abilities), Benefits (list), Pay (salary), Schedule (training hours, work schedule, hybrid). Could combine some.
We must not create sections with filler like "commensurate with experience". We have actual numbers.
Let's parse content:
Intro: "Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This opportunity supports Nationwide's Life, Annuity, and Retirement Solutions customer service teams. Representatives serve as a primary point of contact for customers, assisting through inbound service calls, responding to questions, processing policy or account requests, resolving issues, and educating customers on products, services, and available solutions. Associates will complete role-specific training before transitioning into a flexible hybrid work environment."
That's about the role.
Responsibilities: list from "Job Description Key Responsibilities:" bullet points. Also earlier "Representatives serve as a primary point of contact..." but that's more description. We'll extract bullet list:
- 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.
- May Perform Other Responsibilities As Assigned.
- Reporting Relationship: Reports to Supervisor/Manager and does not have direct reports.
We can keep as list.
Requirements: maybe education, experience, licensing. Could separate Requirements (education, experience) and Qualifications (licenses, designations). But we can combine.
Let's extract:
Education: High school diploma or equivalent required. Undergraduate degree in finance, business administration, insurance, economics, communications preferred.
License/Certification/Designation: ChFC, CLU, other industry designations desirable. FINRA series 6 and/or 63 licenses preferred and may be required based on assigned product/line-of-business or distribution system. 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.
Experience: One year of experience in customer service, sales related occupations.
Knowledge, Abilities and 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. 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. Other criteria, including leadership skills, competencies and experiences may take precedence. Staffing exceptions to the above must be approved by the hiring manager’s leader and Human Resources Business Partner.
Values: Regularly and consistently demonstrates the Nationwide Values.
Job Conditions: Overtime Eligibility: Eligible (Non-Exempt). Working Conditions: Call center environment. Extended periods of time sitting in front of a computer and taking phone calls. 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.
We could put Requirements (education, experience) and Qualifications (licenses, designations). Skills (knowledge, abilities). But we need to avoid too many thin sections. Maybe combine Requirements and Qualifications into one "Requirements" section covering education, experience, licensing. Skills separate.
Benefits: list from "Your total rewards package includes a minimum salary of $47,151 with a competitive benefits package. Benefits: We offer a competitive benefits package which includes: Paid time off 401(k) with company match of 50% on the first 8% you contribute Company-paid retirement (pension) plan Comprehensive medical, dental and vision benefits Hybrid and work from home opportunities Educational assistance Exclusive insurance discounts Training: We will provide you with our award-winning 5 week training program"
Also later: "Benefits We have an array of benefits to fit your needs, including: 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, and more."
We need to preserve all substantive info, not duplicate. We'll combine.
Pay: "Your total rewards package includes a minimum salary of $47,151 with a competitive benefits package." Also salary ranges: national salary range $46,345.00-$75,500.00; expected starting salary range $46,345.00 - $60,800.00.
We'll include Pay section with those numbers.
Schedule: Training hours: "Training is expected to last approximately 5 to 6 weeks, with specific dates provided prior to the start of each class. Anticipated class start dates will be in November. Training hours are generally Monday through Friday, approximately 10:00 a.m. to 6:30 p.m. Eastern Time. Hours may vary slightly based on business needs and training activities. Training may include classroom instruction, job shadowing, systems practice, and hands-on customer interactions with guidance from experienced team members."
Hybrid Work Schedule: "Upon successful completion of training, associates will transition to a hybrid work schedule with two required in-office days per week in either Grandview Yard (Columbus, OH) or Scottsdale, AZ. In-office schedules will generally follow either Tuesday/Wednesday or Wednesday/Thursday pattern, depending on team assignment and business needs. Work Location Flexibility: Associates generally follow a hybrid schedule with two in-office days per week at 1000 Yard Street, Grandview Heights, OH 43212 or 18700 North Hayden Rd, Scottsdale, AZ 85255. Depending on business needs, role assignment, and geographic location, certain positions may be eligible for a fully remote work-from-home arrangement. Equipment is provided for both office and work-from-home environments. Equipment will be provided for both office and remote work environments. Associates are responsible for transporting their company-issued laptop between locations. Remote work requires a direct Ethernet connection to the home router using company-provided equipment. Wi-Fi connections are not permitted."
Scheduling Expectations: "Work schedules may be assigned within departmental operating hours, generally between 8:00 a.m. and 8:00 p.m. Eastern Time, with some teams supporting customers as late as 11:00 p.m. Eastern Time. Rotational Saturday schedules may be required based on business needs."
We'll put Schedule section covering training hours, hybrid schedule, work schedule expectations.
Now we need to output HTML fragment with headings and - for lists,
for prose.
We must not include markdown fences.
Let's craft:
About the role
Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This opportunity supports Nationwide's Life, Annuity, and Retirement Solutions customer service teams. Representatives serve as a primary point of contact for customers, assisting through inbound service calls, responding to questions, processing policy or account requests, resolving issues, and educating customers on products, services, and available solutions. Associates will complete role-specific training before transitioning into a flexible hybrid work environment.
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.
- May Perform Other
- for lists,
for prose. We must not include markdown fences. Let's craft:
About the role
Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This opportunity supports Nationwide's Life, Annuity, and Retirement Solutions customer service teams. Representatives serve as a primary point of contact for customers, assisting through inbound service calls, responding to questions, processing policy or account requests, resolving issues, and educating customers on products, services, and available solutions. Associates will complete role-specific training before transitioning into a flexible hybrid work environment.
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.
- May Perform Other