Retirement Solutions Specialist (Columbus)
Tailored Management, Columbus, OH, United States
Retirement Solutions Specialist
Position Summary: As a Retirement Solutions Specialist, you'll deliver exceptional service to members, partners, and financial professionals. You'll understand high-level product/plan requirements in order to best handle inquiries, resolve account concerns, and educate customers on plan benefits, all while building strong relationships and studying to take the SIE/Series 6 Examinations. Tenure at Nationwide is determined by ability to study for and pass the SIE/Series 6 Examinations.
Role:
Solutions Center Representative - Deferred Public Retirement Pay Rate:
$19 per hour, paid weekly Location of Assignment:
257 E. Town Street, Suite 457, Columbus, OH, 43215 Schedule:
40 hours/week Target Start Date: 05/04/2026 , upon completion of new hire onboarding
Position will be fully onsite until (if/when) candidate is converted into full-time CLIENT Employee. Once converted, position would move hybrid, working both onsite and from home.
Key Responsibilities: Handle inbound calls from members, partners and financial professionals Interpret policy changes and provide expert guidance Maintain records and use insights to enhance customer relationships Ensure compliance with industry regulations and company policies Educate customers on financial implications, penalties, and plan benefits Strive for first-call resolution and collaborate with internal teams on escalated cases when needed Participate in career development and goal-setting sessions
Qualifications
Education:
High school diploma or equivalent is required; Recent degree in finance, business, insurance, economics, or communications preferred Experience:
1+ year in customer service or sales
Skills: Knowledge of various insurance products and the sales process Solid understanding of legal implications of certain product features in different states Strong communication and problem-solving abilities Computer proficiency Upon acceptance of offer, candidates will be required to submit to a 10-year criminal background check, urinalysis drug screen, and soft credit screen.
Position Summary: As a Retirement Solutions Specialist, you'll deliver exceptional service to members, partners, and financial professionals. You'll understand high-level product/plan requirements in order to best handle inquiries, resolve account concerns, and educate customers on plan benefits, all while building strong relationships and studying to take the SIE/Series 6 Examinations. Tenure at Nationwide is determined by ability to study for and pass the SIE/Series 6 Examinations.
Role:
Solutions Center Representative - Deferred Public Retirement Pay Rate:
$19 per hour, paid weekly Location of Assignment:
257 E. Town Street, Suite 457, Columbus, OH, 43215 Schedule:
40 hours/week Target Start Date: 05/04/2026 , upon completion of new hire onboarding
Position will be fully onsite until (if/when) candidate is converted into full-time CLIENT Employee. Once converted, position would move hybrid, working both onsite and from home.
Key Responsibilities: Handle inbound calls from members, partners and financial professionals Interpret policy changes and provide expert guidance Maintain records and use insights to enhance customer relationships Ensure compliance with industry regulations and company policies Educate customers on financial implications, penalties, and plan benefits Strive for first-call resolution and collaborate with internal teams on escalated cases when needed Participate in career development and goal-setting sessions
Qualifications
Education:
High school diploma or equivalent is required; Recent degree in finance, business, insurance, economics, or communications preferred Experience:
1+ year in customer service or sales
Skills: Knowledge of various insurance products and the sales process Solid understanding of legal implications of certain product features in different states Strong communication and problem-solving abilities Computer proficiency Upon acceptance of offer, candidates will be required to submit to a 10-year criminal background check, urinalysis drug screen, and soft credit screen.