Financial Services Representative

Nationwide is a Fortune 100 company that helps individuals and businesses prepare for and protect their future. The Financial Services Representative will provide timely and efficient service to customers, ensuring extraordinary care through workflow management and adherence to service level agreements.ResponsibilitiesProcesses 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 representativeMay perform other responsibilities as assignedSkillsMust reside within 35 miles of Scottsdale, AZ or Columbus, OHAbility to provide timely, efficient service for assigned product and/or service center internal and external customersAdheres to high standards of professional conduct consistent with the delivery of excellent customer serviceMaintains 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 unitsAssociates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unitFINRA 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 attireAnd more.Company 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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