NationwideNA

Financial Services Representative

Nationwide is a leading diversified insurance and financial services organization based in Columbus, Ohio, dedicated to protecting what matters most to families and businesses.

Nationwide

Employee count: 5000+

Salary: 42k-74k USD

United States only
Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.

It is our intention to fill this role in Columbus, Ohio or Scottsdale, Arizona, however, on occasion, applications from internal candidates that are working remotely who bring critical industry skills and relevant experience may be considered

Highly preferred experience:

  • Billing and payment processing
  • Life Insurance or Operations knowledge

Internal Note: Compensation Grade C3

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.

We currently anticipate accepting applications until 04/06/2025. However, we encourage early submissions, as the posting may close sooner if a strong candidate slate is identified before the deadline.

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.

This position could be filled within any of the lower 48 U.S. states.Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at 888-944-2247.
For NY residents please review the following state law information: Notice of Employee Rights, Protections, and Obligations LS740 (ny.gov) https://dol.ny.gov/system/files/documents/2022/02/ls740_1.pdfNationwide 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.The national salary range for Financial Services Representative : $42,315.00-$73,800.00The expected starting salary range for Financial Services Representative : $42,315.00 - $59,600.00

About the job

Apply before

Posted on

Job type

Full Time

Experience level

Entry-level

Salary

Salary: 42k-74k USD

Location requirements

Hiring timezones

United States +/- 0 hours

About Nationwide

Learn more about Nationwide and their company culture.

View company profile

At Nationwide, we work hard to help you protect what matters today and to help you plan for what comes tomorrow. With roots dating back to 1925, we have transformed from a small mutual auto insurer to one of the largest and most diversified insurance and financial services organizations in the world. Our headquarters are located in Columbus, Ohio, and we offer a comprehensive range of products including auto, business, homeowners, farm, and life insurance, as well as retirement plans, annuities, and mutual funds.

Nationwide is more than just an insurance company; we are a Fortune 100 organization dedicated to innovation and client-centric solutions that drive value for our members and communities. Over the years, our commitment to transparency, diversity, and sustainability has solidified our position as an industry leader. We aim to protect what matters most to you, ensuring a secure financial future through personalized services and cutting-edge technologies. Let us safeguard your assets and build a better tomorrow together.

Claim this profileNationwide logoNA

Nationwide

View company profile

Similar remote jobs

Here are other jobs you might want to apply for.

View all remote jobs

86 remote jobs at Nationwide

Explore the variety of open remote roles at Nationwide, offering flexible work options across multiple disciplines and skill levels.

View all jobs at Nationwide

Remote companies like Nationwide

Find your next opportunity by exploring profiles of companies that are similar to Nationwide. Compare culture, benefits, and job openings on Himalayas.

View all companies

Find your dream job

Sign up now and join over 85,000 remote workers who receive personalized job alerts, curated job matches, and more for free!

Sign up
Himalayas profile for an example user named Frankie Sullivan