Representative, Life Solutions Center
National Black MBA Association, Grandview Heights, OH, United States
Representative, Solutions Center – Financial Services
Provide extraordinary care to members, partners, plan sponsors, and investment professionals by answering calls, interpreting product changes, ensuring compliance, educating customers, and collaborating with internal teams.
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.
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 strategy of knowing our members better and using information to deepen relationships.
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 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 a career path strategy and establish goals and expectations for success and future opportunities.
May perform other responsibilities as assigned.
Reporting Relationship
Reports to a Supervisor/Manager and does not have direct reports.
Work Schedule and Technology
Hybrid schedule: 2 days in the office (Wednesday required) and 3 days remote each week. Regular hours Monday–Friday, 11:30 AM – 8 PM EST.
Home‑office requirements:
30 Mbps download / 3 Mbps upload broadband or fiber connection.
Wired connection between work equipment and home internet equipment.
Education and Experience
High school diploma or equivalent required; bachelor’s degree in finance, business administration, insurance, economics, or communications preferred.
One year of experience in customer service or sales related occupations.
Licenses and Certifications
ChFC, CLU, or other industry designations desirable.
FINRA Series 6 and/or Series 63 licenses preferred and may be required based on product or distribution system.
Associates must acquire required federal and/or state licenses/registrations within the designated time period.
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 utilize technology to enhance conversations with customers.
Job Conditions
Overtime eligibility: Non‑Exempt.
Working conditions: Call center environment; extended periods sitting at a computer and taking phone calls.
ADA: The above statements cover the principal and essential functions of this job.
Benefits
Paid time off (minimum of 18 days for new hires, plus additional paid time).
401(k) with company match of 50% on the first 8% contributed.
Company‑paid pension plan.
Medical, dental, and vision benefits.
Life insurance and short‑ and long‑term disability coverage.
Nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off.
Salary
Annual salary range: $46,345.00–$75,500.00. The expected starting salary range for Representative, Solutions Center – Financial Services is $46,345.00–$60,800.00. Minimum salary: $47,151.
Equal Opportunity Employer Statement
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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Provide extraordinary care to members, partners, plan sponsors, and investment professionals by answering calls, interpreting product changes, ensuring compliance, educating customers, and collaborating with internal teams.
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.
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 strategy of knowing our members better and using information to deepen relationships.
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 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 a career path strategy and establish goals and expectations for success and future opportunities.
May perform other responsibilities as assigned.
Reporting Relationship
Reports to a Supervisor/Manager and does not have direct reports.
Work Schedule and Technology
Hybrid schedule: 2 days in the office (Wednesday required) and 3 days remote each week. Regular hours Monday–Friday, 11:30 AM – 8 PM EST.
Home‑office requirements:
30 Mbps download / 3 Mbps upload broadband or fiber connection.
Wired connection between work equipment and home internet equipment.
Education and Experience
High school diploma or equivalent required; bachelor’s degree in finance, business administration, insurance, economics, or communications preferred.
One year of experience in customer service or sales related occupations.
Licenses and Certifications
ChFC, CLU, or other industry designations desirable.
FINRA Series 6 and/or Series 63 licenses preferred and may be required based on product or distribution system.
Associates must acquire required federal and/or state licenses/registrations within the designated time period.
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 utilize technology to enhance conversations with customers.
Job Conditions
Overtime eligibility: Non‑Exempt.
Working conditions: Call center environment; extended periods sitting at a computer and taking phone calls.
ADA: The above statements cover the principal and essential functions of this job.
Benefits
Paid time off (minimum of 18 days for new hires, plus additional paid time).
401(k) with company match of 50% on the first 8% contributed.
Company‑paid pension plan.
Medical, dental, and vision benefits.
Life insurance and short‑ and long‑term disability coverage.
Nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off.
Salary
Annual salary range: $46,345.00–$75,500.00. The expected starting salary range for Representative, Solutions Center – Financial Services is $46,345.00–$60,800.00. Minimum salary: $47,151.
Equal Opportunity Employer Statement
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