Financial Services Representative, Annuity New Business - Transfer Phone Su at Nationwide Mutual Insurance Company

Columbus, Ohio, United States -

Full Time

Start Date

Immediate

Expiry Date

01 May, 26

Salary

60800.0

Posted On

31 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Communication Skills, Problem Solving, Team Collaboration, Analytical Skills, Insurance Knowledge, Workflow Management, Professional Conduct, Decision Making, Research Skills, Time Management, Attention to Detail, Motivation, Dependability, Eagerness to Learn, Lean Methodology

Industry

Insurance

Description

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Join our Annuity - Transfer Phone Support Team! Build your career by supporting annuity transfer requests in a fast‑paced, team‑focused environment. What You’ll Do Talk with customers and outside companies to help move annuity funds Follow up on paperwork and resolve outstanding items Partner with Underwriting and other internal teams to complete transfers Provide professional customer service by phone and email What We’re Looking For Corporate-level customer service experience Motivated, dependable, and eager to learn Insurance experience helpful, not required Why Join Us High‑impact role with strong career growth opportunities Supportive team that helps build skills for future roles This position will be hired on a SuccessFlex basis. The hired associate must reside within 35 miles of the following location(s): Ohio: 1000 Yard St, Grandview Heights, OH, 43212 Work schedule: 2 days in office, 3 days remote This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program. Internal Compensation Grade: C3 #LI-LH1 #customerservice #nationwidejobs Job Description Summary Do you love connecting and building new business relationships? If you have a natural curiosity, are passionate 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 timely, efficient service for an assigned product and/or service center internal and external customer. You will ensure that we are providing extraordinary care to our customers through workflow management and meeting all required service level agreements. Job Description Key Responsibilities: Processes business requests according to government regulations, contract provisions and internal procedures and controls. Adheres to high standards of professional conduct consistent with the delivery of excellent customer service. Provides outstanding quality customer service by demonstrating and understanding customer needs and emphasizing timely responses. Maintains current knowledge of contract and product provisions, administration of Nationwide products, processing systems and related federal and state regulations. Integrates lean methodology into daily interactions through problem-solving meetings and team huddles. Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other operating units. Includes understanding topics that require insurance or securities license and registration and understands when and how to route those inquiries to the properly registered representative. May perform other responsibilities as assigned. Reporting Relationships: Reports to Operations Division Manager or Service Team Unit Manager. Typical Skills and Experiences: Education: High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable. License/Certification/Designation: FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system. Experience: One to three years of work experience with product-related customer service work experience preferred. Knowledge, Abilities and Skills: General knowledge of office practices, customer service, information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred. Effective verbal and written communications skills to effectively communicate with others. Basic analytical and problem resolution skills. Proven ability to research, analyze and solve problems, leveraging existing processes and procedures. Ability to understand, anticipate and proactively act on customer needs. Proven decision-making skills necessary for customer contacts. Effective team-building and collaboration skills. Other criteria, including leadership skills, competencies and experiences may take precedence. Staffing exceptions to the above must be approved by the hiring manager’s leader and HR Business Partner. Values: Regularly and consistently demonstrates the Nationwide Values. Job Conditions: Overtime Eligibility: Non Exempt (Eligible) Working Conditions: Normal office environment. 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 and 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. NOTE: A credit check may be required if a license is required for this position. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Benefits We have an array of benefits to fit your needs, including: medical/dental/vision, 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, 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. To learn more about the benefits we offer, click here. 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 (or classification) protected by applicable law. NOTE TO EMPLOYMENT AGENCIES: We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means. Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule. The national salary range for Financial Services Representative : $46,345.00-$75,500.00 The expected starting salary range for Financial Services Representative : $46,345.00 - $60,800.00 At Nationwide, we find purpose in protecting people, businesses and futures with extraordinary care – and we’ve been doing that since 1926. Our financial strength and caring culture extend beyond our associates into the communities we serve. You really can feel the difference at Nationwide, which is why we continue to be named one of the Fortune 100 Best Companies To Work For. Check out why others think we're a great place to work, too, and let us know – can you see yourself at Nationwide? 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 (or classification) protected by applicable law.

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Responsibilities

The representative will process annuity transfer requests and provide customer service via phone and email. They will also follow up on paperwork and collaborate with internal teams to ensure timely transfers.