Financial Service Rep

Nationwide is a company dedicated to delivering extraordinary care to help individuals and businesses prepare for and protect their future. As a Financial Service Representative, you will provide timely and efficient service for assigned products, ensuring excellent customer service and adherence to regulations.

Responsibilities

• Process incoming payments for Individual Retirement Accounts (IRAs)
• Handle beneficiary updates and contract-level changes
• Manage returned mail by updating records and re-sending account statements to members
• 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

Skills

• High school studies
• Participation in technical coursework such as LOMA, CLU, ChFC desirable
• Must reside within 35 miles of Grandview, OH
• 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
• FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system
• One to three years of work experience with product-related customer service work experience preferred
• 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

Benefits

• 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

Company Overview