Financial Services Representative - New Business Support
National Black MBA Association, Grandview Heights, OH, United States
Overview
Nationwide Financial, a Fortune 100 company with nearly $70 billion in annual sales, seeks associates passionate about delivering extraordinary care. The Annuity & Life Distribution Team, comprising 15 full-time employees, assembles and mails annuity contracts and life policies, manages owner and agent correspondence, and maintains distribution records.
Role responsibilities
Assemble life policies and annuity contracts.
Manage workflow to ensure timely processing, consistency, and quality in a high‑volume, fast‑paced environment.
Support the team with financial manual payments, AppLater processing, and Delivery Receipt follow‑up.
Competencies
Detail oriented
Perform under stressful situations and tight deadlines
Learn quickly and make fact‑based decisions
Positive change agent, comfortable with complexity and ambiguity
Approachable; thrives in a team atmosphere
Strong problem‑solving skills
Time‑management skills
Continuous‑improvement mindset, focusing on quality in daily work
Strong commitment to personal and team engagement
Effectively maintain and deliver on daily needs
Build and maintain member relationships
Maintain strong internal relationships with business partners, peers, and leadership
Exceptional verbal and written communication skills
Location and Hours The position is 100% in‑office at Grandview Yard (1000 Yard Street, Grandview Heights, OH 43212). Work hours: 8:00 AM to 4:30 PM, Monday through Friday, with possible holiday work.
Job Description Summary Do you love connecting and building new business relationships? With a natural curiosity and passion for helping people, you can accelerate both personal and professional growth.
Key Responsibilities
Process business requests according to government regulations, contract provisions, and internal procedures. Adhere to high standards of professional conduct and excellent customer service.
Provide outstanding quality customer service by understanding needs and ensuring 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. Identify matters requiring insurance or securities license and route inquiries to the properly registered representative.
Reporting Relationships Reports to Operations Division Manager or Service Team Unit Manager.
Typical Skills and Experiences Education : High school studies required. Undergraduate studies desirable. Technical coursework such as LOMA, CLU, or ChFC desirable.
Licenses / Certifications : FINRA Series 6 license preferred and may be required depending on the product line.
Experience : One to three years of customer‑service experience with product‑related responsibilities preferred.
Knowledge, Abilities & Skills : General knowledge of office practices, customer service, information systems, and insurance/financial services industry practices (annuities, mutual funds). Effective verbal and written communication; basic analytical and problem‑resolution skills; research, analyze and solve problems; proactive decision‑making; team‑building and collaboration.
Additional leadership skills, competencies, and experiences may be considered.
Values Consistently demonstrate the Nationwide Values.
Job Conditions Overtime Eligibility : Non‑exempt (eligible).
Working Conditions : Normal office environment.
Associates must acquire required federal and/or state licenses/registrations within the designated time period; failure to do so renders the associate ineligible to continue. A credit check may be required if a license is required.
ADA
The above statements cover general principal and essential functions of this job. Specific circumstances may allow or require some employees to perform a somewhat different combination of duties.
Benefits Medical/dental/vision coverage, life insurance, short and long‑term disability coverage, paid time off (minimum 18 days per year for new hires, prorated by 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.
Compensation National salary range for Financial Services Representative: $46,345.00 – $75,500.00. Expected starting salary range: $46,345.00 – $60,800.00.
Equal Opportunity Employer 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 protected by applicable law.
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Role responsibilities
Assemble life policies and annuity contracts.
Manage workflow to ensure timely processing, consistency, and quality in a high‑volume, fast‑paced environment.
Support the team with financial manual payments, AppLater processing, and Delivery Receipt follow‑up.
Competencies
Detail oriented
Perform under stressful situations and tight deadlines
Learn quickly and make fact‑based decisions
Positive change agent, comfortable with complexity and ambiguity
Approachable; thrives in a team atmosphere
Strong problem‑solving skills
Time‑management skills
Continuous‑improvement mindset, focusing on quality in daily work
Strong commitment to personal and team engagement
Effectively maintain and deliver on daily needs
Build and maintain member relationships
Maintain strong internal relationships with business partners, peers, and leadership
Exceptional verbal and written communication skills
Location and Hours The position is 100% in‑office at Grandview Yard (1000 Yard Street, Grandview Heights, OH 43212). Work hours: 8:00 AM to 4:30 PM, Monday through Friday, with possible holiday work.
Job Description Summary Do you love connecting and building new business relationships? With a natural curiosity and passion for helping people, you can accelerate both personal and professional growth.
Key Responsibilities
Process business requests according to government regulations, contract provisions, and internal procedures. Adhere to high standards of professional conduct and excellent customer service.
Provide outstanding quality customer service by understanding needs and ensuring 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. Identify matters requiring insurance or securities license and route inquiries to the properly registered representative.
Reporting Relationships Reports to Operations Division Manager or Service Team Unit Manager.
Typical Skills and Experiences Education : High school studies required. Undergraduate studies desirable. Technical coursework such as LOMA, CLU, or ChFC desirable.
Licenses / Certifications : FINRA Series 6 license preferred and may be required depending on the product line.
Experience : One to three years of customer‑service experience with product‑related responsibilities preferred.
Knowledge, Abilities & Skills : General knowledge of office practices, customer service, information systems, and insurance/financial services industry practices (annuities, mutual funds). Effective verbal and written communication; basic analytical and problem‑resolution skills; research, analyze and solve problems; proactive decision‑making; team‑building and collaboration.
Additional leadership skills, competencies, and experiences may be considered.
Values Consistently demonstrate the Nationwide Values.
Job Conditions Overtime Eligibility : Non‑exempt (eligible).
Working Conditions : Normal office environment.
Associates must acquire required federal and/or state licenses/registrations within the designated time period; failure to do so renders the associate ineligible to continue. A credit check may be required if a license is required.
ADA
The above statements cover general principal and essential functions of this job. Specific circumstances may allow or require some employees to perform a somewhat different combination of duties.
Benefits Medical/dental/vision coverage, life insurance, short and long‑term disability coverage, paid time off (minimum 18 days per year for new hires, prorated by 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.
Compensation National salary range for Financial Services Representative: $46,345.00 – $75,500.00. Expected starting salary range: $46,345.00 – $60,800.00.
Equal Opportunity Employer 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 protected by applicable law.
#J-18808-Ljbffr