Representative, Solutions Center (Retirement)
About the position
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 will be key to success. Additionally, you'll effectively interpret and articulate Nationwide's marketing strategies when communicating with customers.
Responsibilities
Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics.
,
Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change communications.
,
Maintains a record of the conversations and follows a process of documentation to support our strategy of knowing our member better than anyone.
,
Follows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements.
,
Educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract.
,
Analyzes problems to determine proper course of action, striving for first time final resolution.
,
Develops and grows through monthly individual meetings with leadership to set in place a career path strategy.
Requirements
High school diploma or equivalent required.
,
Undergraduate degree in finance, business administration, insurance, economics, communications preferred.
,
One year of experience in customer service, sales related occupations.
,
Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit.
,
Knowledge of various insurance products and the sales process.
,
Excellent verbal and written communication skills.
Nice-to-haves
ChFC, CLU, other industry designations desirable.
,
FINRA series 6 and/or 26 licenses preferred.
Benefits
Medical/dental/vision insurance.
,
Life insurance.
,
Short and long term disability coverage.
,
Paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date.
,
Nine paid holidays.
,
401(k) with company match.
,
Company-paid pension plan.
,
Business casual attire.
Apply Now
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 will be key to success. Additionally, you'll effectively interpret and articulate Nationwide's marketing strategies when communicating with customers.
Responsibilities
Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics.
,
Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change communications.
,
Maintains a record of the conversations and follows a process of documentation to support our strategy of knowing our member better than anyone.
,
Follows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements.
,
Educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract.
,
Analyzes problems to determine proper course of action, striving for first time final resolution.
,
Develops and grows through monthly individual meetings with leadership to set in place a career path strategy.
Requirements
High school diploma or equivalent required.
,
Undergraduate degree in finance, business administration, insurance, economics, communications preferred.
,
One year of experience in customer service, sales related occupations.
,
Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit.
,
Knowledge of various insurance products and the sales process.
,
Excellent verbal and written communication skills.
Nice-to-haves
ChFC, CLU, other industry designations desirable.
,
FINRA series 6 and/or 26 licenses preferred.
Benefits
Medical/dental/vision insurance.
,
Life insurance.
,
Short and long term disability coverage.
,
Paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date.
,
Nine paid holidays.
,
401(k) with company match.
,
Company-paid pension plan.
,
Business casual attire.
Apply Now