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.ResponsibilitiesProcess incoming payments for Individual Retirement Accounts (IRAs)Handle beneficiary updates and contract-level changesManage returned mail by updating records and re-sending account statements to membersProcesses 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 serviceProvides outstanding quality customer service by demonstrating and understanding customer needs and emphasizing timely responsesMaintains current knowledge of contract and product provisions, administration of Nationwide products, processing systems and related federal and state regulationsIntegrates lean methodology into daily interactions through problem-solving meetings and team huddlesConsults 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 representativeSkillsHigh school studiesParticipation in technical coursework such as LOMA, CLU, ChFC desirableMust reside within 35 miles of Grandview, OHMust acquire the required federal and/or state licenses/registrations within the time period designated by the business unitAdditional licenses/registrations may be required when new products and services are implementedIf an associate fails to acquire required licenses/registrations within the designated time period, the associate will be ineligible to continue in the positionFINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution systemOne to three years of work experience with product-related customer service work experience preferredGeneral knowledge of office practices, customer service, information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferredEffective verbal and written communications skills to effectively communicate with othersBasic analytical and problem resolution skillsProven ability to research, analyze and solve problems, leveraging existing processes and proceduresAbility to understand, anticipate and proactively act on customer needsProven decision-making skills necessary for customer contactsEffective team-building and collaboration skillsBenefitsMedical/dental/visionLife insuranceShort and long term disability coveragePaid 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 dateNine paid holidays8 hours of Lifetime paid time off8 hours of Unity Day paid time off401(k) with company matchCompany-paid pension planBusiness casual attireCompany OverviewNationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States. It was founded in 1925, and is headquartered in Columbus, Ohio, USA, with a workforce of 10001+ employees. Its website is http://nationwide.com.



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