Financial Services Representative
$46.35k - $75.5kOhioX, Inc.
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. Enjoy the vibrant energy of the Arena District while working in a hybrid environment, with two days per week in the office . Must be available to work a shift between the hours of 8am-5:30pm EST. To be considered, candidates must reside within 35 miles of the following location: Three Nationwide Plaza Columbus, OH 43215 Are you passionate about delivering exceptional customer service while supporting critical financial operations? If so, we invite you to join our team as a Financial Service Center Representative . In this role, you will play an integral part in processing business requests for public payroll accounts, handling incoming rollovers and transfers across multiple platforms, and ensuring transactions are completed accurately and efficiently. You will also provide outstanding service to clients, helping to create a seamless and positive customer experience while maintaining compliance with applicable financial regulations and company standards. If you thrive in a fast-paced environment, have a strong attention to detail, and enjoy solving problems while supporting customers, this could be an excellent opportunity to grow your career. This position is not eligible for employer-sponsored work authorization. Nationwide does not participate in the STEM OPT Extension Program. 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 customers. You will ensure that we are providing extraordinary care to our customers through workflow management and meeting all required service level agreements. Job Description 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. 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 #J-18808-Ljbffr OhioX, Inc.
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- Overview Nationwide Financial is seeking a Financial Service Center Representative to provide exceptional customer service while supporting critical financial operations. The role involves processing business requests for public payroll accounts, handling incoming rollovers...Contract workTemporary workCasual workWork at officeShift work2 days per week
$46.35k - $75.5k
Financial Service Center Representative Join Nationwide Financial as a Financial Service Center Representative, supporting critical financial operations and delivering exceptional customer service. This role includes processing business requests for public payroll accounts...Contract workTemporary workCasual workWork at officeShift work2 days per week- ...risks of everyday life, recover from the unexpected and realize their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, and Renters Insurance...For contractorsWork at office
$40k - $60k
...State Farm Insurance Agent in Columbus, Ohio, seeking a motivated and customer-focused individual to join our team as a Financial Services Representative. If you enjoy working closely with people and are passionate about helping clients achieve their financial goals and...For contractorsWork at officeLocal area- ...hour shift within 8 AM – 6 PM About the Role We are seeking a Financial Representative to join our team in Columbus. This role is ideal for... ...solving, and are committed to delivering exceptional client service. You will play a key role in supporting field-facing counterparts...Full timeWork at officeShift work
$20 - $22 per hour
...or equivalent education or experience Financial experience required; mutual fund experience... ...Excellent interpersonal and client service skills Effective written and verbal communication... ...in to set job alerts for “Financial Representative” roles. Dublin, OH $77,000.00-$131,000....Contract workSummer internship$19 per hour
...Interested in taking on a new challenge in the Financial Services industry? Or, maybe you are seeking entry into the industry? Either way; if you have a background in customer service, retail sales, banking or finance, let's talk! Join the Financial Services team that...Weekly payWork at officeRemote work2 days per week- ...We are seeking a motivated and client-focused Financial Representative to help individuals, families, and business owners develop personalized... ...hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training...Full timeTemporary workPart timeFlexible hours
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$19.17 per hour
Overview Jr. Financial Representative - Columbus, OH (Recent grads are welcome) Pride Global offers eligible employee's comprehensive healthcare... ...providing exceptional support to clients in the financial services sector. Hourly Payment: $19.17 Responsibilities Respond to...Hourly pay$19.16 per hour
...motivated and customer-focused professionals to join our team as Financial Representatives . This role is primarily focused on handling high-volume... ...providing exceptional support to clients in the financial services sector . Hourly Payment: $19.16 Responsibilities: Respond...Hourly payContract work$1,000 per week
...Life), a member of Western & Southern Financial Group, a Fortune 500® company. Default... ...a Fortune 500® company. As a Financial Representative, you will work with current and prospective... ...Backgrounds, Including Financial Services Newcomers, Military Veterans, College Graduates...Full time- Creative Solutions Services, LLC is seeking a Financial Services Representative in Columbus, OH. The role involves providing excellent service to customers, brokers, and agents, particularly in retirement plans. Qualifications include a high school diploma or equivalent...Work experience placement
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- ...Member Services Representative II Reports to: Branch Manager Supervises: None Status: Non-Exempt Objective The Member Services... ...sales and service-related activities that helps enrich the financial lives of our member. This high-contact sales position requires...
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- ...performance/UX considerations for cube users. ~ Strong knowledge of financial concepts, including Forecast/Budget and Actuals or... ...auditability). ABOUT US Chase is a leading financial services firm, helping nearly half of America's households and small businesses...
$20.25 - $24.75 per hour
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...educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals... ...and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for...Temporary work$20.25 - $24.75 per hour
...educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals... ...outreach and follow‑up, asking questions, and learning about financial needs and channel preferences. They identify solutions for new...Temporary workWork at officeLocal area- ...proactive outreach and follow up, ask questions and learn about their financial needs and channel preferences, identify solutions for new and... ...policies, procedures and support systems Proven customer service and interpersonal skills Experience with using and demonstrating...Temporary workWork at officeLocal area
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...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual... ...financial strength and access to the best products and services for our clients. Our Financial Representatives and College...Full timeContract workFor contractorsInternshipLocal areaFlexible hours
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