Representative, Retirement Solutions Center - Financial Services Representative
OhioX, Inc., Columbus, OH, United States
Overview
Are you passionate about being part of a team at a Fortune 100 company that delivers extraordinary care to help individuals and businesses prepare for and protect their future? Nationwide Financial is seeking associates who are passionate about delivering extraordinary care. This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program. About the Role
As a Representative, you will support and service
457 Retirement accounts , assisting with inquiries, rollovers, distributions, loan processing, and educating participants on products, services, and online tools. Work Location
This role offers remote and hybrid potential. Within 35 miles of our offices? Hybrid schedule with 2 days/week onsite is required. Ohio: Three Nationwide Plaza, Columbus, OH 43215 Arizona: 18700 North Hayden Rd, Scottsdale, AZ 85255 Candidates outside the 35‑mile radius may be eligible for fully remote work. Training & Schedule
Training: 7‑week program, Mon–Fri, 9 AM – 5:30 PM ET Post-Training: Shifts may fall between 8 AM – 11 PM ET, Mon–Fri, with possible Saturday shifts (9 AM – 6 PM ET) Licensing Requirements
Licensing Requirements (Required for the Role — Not Required to Apply) This position requires the
SIE ,
Series 6 , and
Series 63
licenses. You do
not
need to have these licenses to apply or begin your career at Nationwide. Nationwide provides full support to help you earn them, including: Paid study time Study materials Classroom support All exam fees covered Licensing timeline: SIE must be completed within 120 days of employment Series 6 & 63 must be completed within 180 days Compensation & Benefits
Minimum salary
$47,151
($23.40/hr) PTO, 401(k) with match, pension plan Medical, dental, vision (day one) Hybrid/remote opportunities Educational assistance Exclusive insurance discounts Job Description Summary
Do you love connecting and building new business relationships? If you have a natural curiosity, are excited about helping people and want to accelerate both your personal and professional growth, we want to know more about you! As a Representative, you’ll provide extraordinary care to our members, partners, plan sponsors and investment professionals. You will understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions. You’ll interpret and articulate Nationwide's marketing strategies when communicating with customers. Key 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. Interprets and applies changes to new and old products based on daily communications. Identifies underlying questions to offer consultative expertise and uncover unstated needs. Maintains records of conversations and documents interactions to support relationship building. Follows all rules and regulations to ensure compliance with FINRA or other licensure requirements, Nationwide policies, firms, plan documents and state/local laws. Educates customers on tax implications, penalties/surrender charges, death benefit protection, lifetime income and other plan/contract benefits. Analyzes problems to determine proper course of action and strives for first-time resolution. Partners with internal teams for escalations. Uses lean methodologies in daily problem solving. Develops career path through monthly meetings with leadership, setting goals and expectations for success in the role and future opportunities. May perform other responsibilities as assigned. Reporting Relationship:
Reports to Supervisor/Manager and does not have direct reports. Qualifications & Experience
Education:
High school diploma or equivalent required. Undergraduate degree in finance, business administration, insurance, economics, or communications preferred. License/Certification/Designation:
ChFC, CLU, other industry designations desirable. FINRA Series 6 and/or 26 licenses preferred and may be required based on assigned product/line-of-business. 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/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. A credit check may be required if a license is required for this position. Experience:
One year of experience in customer service or sales-related occupations. Knowledge, Abilities and Skills:
Knowledge of various insurance products and the sales process. Understanding of state and local laws and FINRA rules. Excellent verbal and written communication skills. Proficiency with computers and common office software. Ability to understand general aspects of plan/contract and use technology to enhance conversations. Values:
Regularly demonstrates Nationwide values. Job Conditions & Other
Overtime Eligibility:
Eligible (Non-Exempt) Working Conditions:
Call center environment. Extended periods of sitting and taking phone calls. ADA:
The statements cover principal and essential functions; some duties may vary. Application Timeline
We currently anticipate accepting applications until 03/27/2026. However, we encourage early submissions as the posting may close sooner if a strong candidate slate is identified before the deadline. Benefits
We offer medical/dental/vision, life insurance, short and long term disability, paid time off (minimum 18 days per year for new associates, pro-rated), nine paid holidays, 8 hours Lifetime PTO, 8 hours Unity Day PTO, 401(k) with company match, pension plan, business casual attire, and more. For more details, click here. Nationwide is an equal opportunity employer. We celebrate diversity and are committed to an inclusive culture. Nationwide prohibits discrimination and harassment and provides equal employment opportunities regardless of protected characteristics. This position could be filled in any of the lower 48 states. Note on accessibility and state-specific information provided in original text has been retained as needed in this refined version. Note to Employment Agencies: Nationwide does not accept unsolicited resumes from employment agencies. Resumes submitted without a signed Nationwide Client Services Agreement will be considered unsolicited. No fee will be paid where candidate is hired.
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Are you passionate about being part of a team at a Fortune 100 company that delivers extraordinary care to help individuals and businesses prepare for and protect their future? Nationwide Financial is seeking associates who are passionate about delivering extraordinary care. This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program. About the Role
As a Representative, you will support and service
457 Retirement accounts , assisting with inquiries, rollovers, distributions, loan processing, and educating participants on products, services, and online tools. Work Location
This role offers remote and hybrid potential. Within 35 miles of our offices? Hybrid schedule with 2 days/week onsite is required. Ohio: Three Nationwide Plaza, Columbus, OH 43215 Arizona: 18700 North Hayden Rd, Scottsdale, AZ 85255 Candidates outside the 35‑mile radius may be eligible for fully remote work. Training & Schedule
Training: 7‑week program, Mon–Fri, 9 AM – 5:30 PM ET Post-Training: Shifts may fall between 8 AM – 11 PM ET, Mon–Fri, with possible Saturday shifts (9 AM – 6 PM ET) Licensing Requirements
Licensing Requirements (Required for the Role — Not Required to Apply) This position requires the
SIE ,
Series 6 , and
Series 63
licenses. You do
not
need to have these licenses to apply or begin your career at Nationwide. Nationwide provides full support to help you earn them, including: Paid study time Study materials Classroom support All exam fees covered Licensing timeline: SIE must be completed within 120 days of employment Series 6 & 63 must be completed within 180 days Compensation & Benefits
Minimum salary
$47,151
($23.40/hr) PTO, 401(k) with match, pension plan Medical, dental, vision (day one) Hybrid/remote opportunities Educational assistance Exclusive insurance discounts Job Description Summary
Do you love connecting and building new business relationships? If you have a natural curiosity, are excited about helping people and want to accelerate both your personal and professional growth, we want to know more about you! As a Representative, you’ll provide extraordinary care to our members, partners, plan sponsors and investment professionals. You will understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions. You’ll interpret and articulate Nationwide's marketing strategies when communicating with customers. Key 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. Interprets and applies changes to new and old products based on daily communications. Identifies underlying questions to offer consultative expertise and uncover unstated needs. Maintains records of conversations and documents interactions to support relationship building. Follows all rules and regulations to ensure compliance with FINRA or other licensure requirements, Nationwide policies, firms, plan documents and state/local laws. Educates customers on tax implications, penalties/surrender charges, death benefit protection, lifetime income and other plan/contract benefits. Analyzes problems to determine proper course of action and strives for first-time resolution. Partners with internal teams for escalations. Uses lean methodologies in daily problem solving. Develops career path through monthly meetings with leadership, setting goals and expectations for success in the role and future opportunities. May perform other responsibilities as assigned. Reporting Relationship:
Reports to Supervisor/Manager and does not have direct reports. Qualifications & Experience
Education:
High school diploma or equivalent required. Undergraduate degree in finance, business administration, insurance, economics, or communications preferred. License/Certification/Designation:
ChFC, CLU, other industry designations desirable. FINRA Series 6 and/or 26 licenses preferred and may be required based on assigned product/line-of-business. 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/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. A credit check may be required if a license is required for this position. Experience:
One year of experience in customer service or sales-related occupations. Knowledge, Abilities and Skills:
Knowledge of various insurance products and the sales process. Understanding of state and local laws and FINRA rules. Excellent verbal and written communication skills. Proficiency with computers and common office software. Ability to understand general aspects of plan/contract and use technology to enhance conversations. Values:
Regularly demonstrates Nationwide values. Job Conditions & Other
Overtime Eligibility:
Eligible (Non-Exempt) Working Conditions:
Call center environment. Extended periods of sitting and taking phone calls. ADA:
The statements cover principal and essential functions; some duties may vary. Application Timeline
We currently anticipate accepting applications until 03/27/2026. However, we encourage early submissions as the posting may close sooner if a strong candidate slate is identified before the deadline. Benefits
We offer medical/dental/vision, life insurance, short and long term disability, paid time off (minimum 18 days per year for new associates, pro-rated), nine paid holidays, 8 hours Lifetime PTO, 8 hours Unity Day PTO, 401(k) with company match, pension plan, business casual attire, and more. For more details, click here. Nationwide is an equal opportunity employer. We celebrate diversity and are committed to an inclusive culture. Nationwide prohibits discrimination and harassment and provides equal employment opportunities regardless of protected characteristics. This position could be filled in any of the lower 48 states. Note on accessibility and state-specific information provided in original text has been retained as needed in this refined version. Note to Employment Agencies: Nationwide does not accept unsolicited resumes from employment agencies. Resumes submitted without a signed Nationwide Client Services Agreement will be considered unsolicited. No fee will be paid where candidate is hired.
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