Financial Services Representative
$46.35k - $75.5kOhioX
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. FINRA licensing is NOT required. Life insurance experience preferred. Experience in the financial industry and/or customer service is desired. This is a hybrid role based in Grandview Heights, Ohio, requiring on‑site presence at least two days per week. Shift to be worked will be 9:30AM-6:00PM EST. This role does not qualify 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 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. 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. 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-$75,500.00The expected starting salary range for Financial Services Representative : $46,345.00 - $60,800.00 #J-18808-Ljbffr OhioX
$19 per hour
...They are on your side! A leading Fortune 500 insurance and financial services company headquartered in Columbus; Ohio is hiring. If you want... ...apply to join our client's team! Role: Financial Services Representative - Life New Business Location: Hybrid (2 days onsite per...SuggestedHourly payContract workTemporary workWork experience placementWork at officeWork from home2 days per week$70k - $170k
...strong work ethic. We do not require prior financial experience or licensing. We pay for you... ...growth plan. The majority of our new representatives/advisors join without prior financial... ...Funding · Investment & Advisory Services · Trust Services · Retirement Solutions...SuggestedFull timeWork at officeLocal areaMonday to FridayFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...SuggestedFull timeInternshipLocal areaFlexible hours- ...help clients work toward their long-term financial goals. They should be comfortable... ...provide them information about the financial services their families could utilize... ...with financial guidance and products. Our representatives provide financial products to help members...SuggestedWork at officeLocal area
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...SuggestedFull timeInternshipLocal area$20.67 - $31.25 per hour
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...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...financial advisor, you start as a financial representative focused on client‑building and... ...Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions...Full timeContract workFor contractorsWork at office- ...: City GROVE CITY Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating... ...existing clients for the purpose of sales, conservation, and service. Adequately prepares for and conducts all appointments...Work at officeLocal area
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$61k - $119k
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$75k
...have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management organization, you will be... .... Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals...Full timeTemporary workPart timeWork experience placementWork at office- ...credit unions in Ohio, Telhio is a strong financial institution that continues to serve its members through extraordinary service, innovative financial solutions and... ...directing customers to lobby and partner representatives. Conform/Comply with all applicable Telhio...Full timeLocal areaImmediate startMonday to Friday
$41.25k - $68.75k
...and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of...Full timeTemporary workPart timeWork experience placementWork at office- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key...Work at officeFlexible hoursShift workWeekend workDay shift
- ...with other departments to handle client service issues and to cross sell other bank products... ...other departments. # Professionally represents the bank in civic and community... ...software is preferred. # Experience in financial services or banking is preferred. # Completed...Full time
- ...Join to apply for the Credit Analyst role at Middlefield Bank The Middlefield Banking Company is a full-service FDIC-insured commercial bank and LPL Financial brokerage headquartered in Middlefield, Ohio. We have 21 branches serving communities across the region and also...Full timeWork at officeLocal area
- ...includes rotations in operations and Sales & Service. There will be a certification at the... ...job family. The Personal Banker I is a Financial Center position focused on using the... ...information. Ability to professionally represent Fifth Third Bank in terms of appearance...Full timeWork experience placementWork at office
$40k - $60k
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...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift- .... The role is responsible for analyzing borrower and guarantor financial information, preparing credit approval memoranda, performing cash... ..., global cash flow analyses, liquidity assessments, debt service coverage calculations, and other underwriting metrics for new and...
- ...Senior Financial Advisor Meeder Investment Management is an employee-owned firm that... ...separately managed accounts, retirement plan services, and cash management solutions. Meeder... ...field. ~ FINRA General Securities Representative license (Series 7), and FINRA Uniform...
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- ...Overview Skylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class training and mentoring, and the advantage of carrying the banner of a 170+ year-old, Fortune 100 company with over $600 billion in assets...Immediate start
- ...level operational support for the Meeder Funds and Mutual Funds Service Co. Also, will provide additional assistance to the Director of... ...mailed statements, or online Payment of fund expenses Financial Reporting Responsibilities: Reporting and communicating information...Work at office
$14 - $18 per hour
...a leading insurance agency dedicated to providing exceptional service to our customers. We are currently seeking a dynamic individual... ...realize their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life...Hourly payWork at officeWork from homeFlexible hours- ...SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar-athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client...Full timePart time
- ...accounts. You will partner closely with Sales and Collections to balance risk management with business growth.What You Will DoAnalyze financial statements, credit reports, trade references, bank references, and public records to assess credit risk and establish credit...
$25 - $38.46 per hour
...the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial... ...client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and...Hourly payFull timeWork experience placementFlexible hoursDay shift
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