Nationwide
Financial Service Rep
– Nationwide
Location: 1000 Yard Street, Grandview, OH 43215 (within 35 miles of Grandview). Work schedule: 2 days in office, 3 days remote.
This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the STEM OPT Extension program.
Key Responsibilities
Process incoming payments for Individual Retirement Accounts (IRAs).
Handle beneficiary updates and contract-level changes.
Manage returned mail by updating records and re‑sending account statements to members.
Process business requests according to government regulations, contract provisions and internal procedures and controls.
Provide outstanding quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
Maintain current knowledge of contract and product provisions, administration of Nationwide products, processing systems and related federal and state regulations.
Integrate lean methodology into daily interactions through problem‑solving meetings and team huddles.
Consult and interpret contract provisions for current and past products and assumed business for policyholders, agents/brokers and other operating units, including routing inquiries that require an insurance or securities license to the properly registered representative.
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!
Reporting Relationships Reports to Operations Division Manager or Service Team Unit Manager.
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 communication skills. 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 manager’s 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 may be required for new products and services. 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 the 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 offer medical/dental/vision, life insurance, short and long‑term disability coverage, paid time off (18 days minimum for new hires, prorated quarterly), 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.
Equal Employment Opportunity 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.
Salary Range National salary range for Financial Services Representative: $46,345.00 – $75,500.00. Expected starting salary range: $46,345.00 – $60,800.00.
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– Nationwide
Location: 1000 Yard Street, Grandview, OH 43215 (within 35 miles of Grandview). Work schedule: 2 days in office, 3 days remote.
This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the STEM OPT Extension program.
Key Responsibilities
Process incoming payments for Individual Retirement Accounts (IRAs).
Handle beneficiary updates and contract-level changes.
Manage returned mail by updating records and re‑sending account statements to members.
Process business requests according to government regulations, contract provisions and internal procedures and controls.
Provide outstanding quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
Maintain current knowledge of contract and product provisions, administration of Nationwide products, processing systems and related federal and state regulations.
Integrate lean methodology into daily interactions through problem‑solving meetings and team huddles.
Consult and interpret contract provisions for current and past products and assumed business for policyholders, agents/brokers and other operating units, including routing inquiries that require an insurance or securities license to the properly registered representative.
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!
Reporting Relationships Reports to Operations Division Manager or Service Team Unit Manager.
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 communication skills. 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 manager’s 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 may be required for new products and services. 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 the 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 offer medical/dental/vision, life insurance, short and long‑term disability coverage, paid time off (18 days minimum for new hires, prorated quarterly), 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.
Equal Employment Opportunity 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.
Salary Range National salary range for Financial Services Representative: $46,345.00 – $75,500.00. Expected starting salary range: $46,345.00 – $60,800.00.
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