Representative, Retirement Solutions Center - Financial Services Representative (Remote)

Job Conditions 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. This role does not qualify for employer-sponsored work authorization and Nationwide does not participate in the Stem OPT Extension program. About The Role As a Representative, you will support and service 457 Retirement accounts, assisting with inquiries, rollovers, distributions, loan processing, and educating participants on products, services, and online tools. Work Location This role offers remote and hybrid potential. Within 35 miles of our offices? Hybrid schedule with 2 days/week onsite is required. Ohio: Three Nationwide Plaza, Columbus, OH 43215 Arizona: 18700 North Hayden Rd, Scottsdale, AZ 85255 Candidates outside the 35‑mile radius may be eligible for fully remote work. Training & Schedule Training: 7‑week program, Mon–Fri, 9 AM – 5:30 PM ET Post‑Training: Shifts may fall between 8 AM – 11 PM ET, Mon–Fri, with possible Saturday shifts (9 AM – 6 PM ET) Licensing Requirements (Required for the Role — Not Required to Apply) This position requires the SIE and Series 6 licenses. You do not need to have these licenses to apply or begin your career at Nationwide. Nationwide provides full support to help you earn them, including: Paid study time Study materials Classroom support All exam fees covered Licensing Timeline SIE and Series 6 must be completed within 170 days of employment Compensation & Benefits Minimum salary $47,151 ($23.40/hr) PTO, 401(k) with match, pension plan Medical, dental, vision (day one) Hybrid/remote opportunities Educational assistance Exclusive insurance discounts Job Description Summary Do you love connecting and building new business relationships? If you have a natural curiosity, are excited 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 extraordinary care to our members, partners, plan sponsors and investment professionals. You will understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions will be key to success. Additionally, you’ll effectively interpret and articulate Nationwide's marketing strategies when communicating with customers. Key Responsibilities Receive and respond to incoming calls from investment professionals, plan sponsors and members on a variety of topics. Understand the different product suites, including current line‑up and products no longer sold that still require servicing. Interpret and apply all changes and enhancements to new and old products, based on the daily change communications. Identify the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need. Maintain a record of conversations and follow a process of documentation to support our strategy of knowing our member better than anyone and use the information in a way that drives the relationship deeper. Follow all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, Nationwide policies, firms, plan documents and state and local laws. Educate customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract. Analyze problems to determine proper course of action, striving for first time final resolution. When necessary, work with internal partners to resolve escalated issues. Integrate lean methodology into daily interactions through problem‑solving meetings and team huddles. Develop and grow through monthly individual meetings with leadership to set in place a career path strategy; set goals and expectations to achieve success in the role as well as future opportunities. May perform other responsibilities as assigned. Reporting Relationship Reports to Supervisor/Manager and does not have direct reports. Typical Skills And Experiences Education: High school diploma or equivalent required. Undergraduate degree in finance, business administration, insurance, economics, communications preferred. License/Certification/Designation: ChFC, CLU, other industry designations desirable FINRA series 6 and/or 26 licenses preferred and may be required based on assigned product/line‑of‑business or distribution system. Experience: One year of customer service, sales related occupations. Knowledge, Abilities and Skills: Knowledge of various insurance products and the sales process. Solid understanding of the state and local laws necessary to understand the legal implications of certain product features in different states. Understands the consequences of not following the FINRA rules and regulations. Excellent verbal and written communication skills. Proficiency with computers and common office software. Ability to understand general aspects of plan/contract and utilizes technology to enhance conversations with customers. 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 Human Resources Business Partner. Values Regularly and consistently demonstrates the Nationwide Values. Job Conditions Overtime Eligibility: Eligible (Non‑Exempt) Working Conditions: Call center environment. Extended periods of time sitting in front of a computer and taking phone calls. 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 Medical, dental and vision coverage Life insurance Short and long term disability coverage Paid Time Off: 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 Salary Information National salary range: $46,345.00–$75,500.00 Expected starting salary range: $46,345.00–$60,800.00 Equal Opportunity Employer 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 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. Designated smoking areas are permitted at each location. The Act prohibits retaliation for reporting complaints or violations. For NY residents please review the following state law information: Notice of Employee Rights, Protections, and Obligations. Note To Employment Agencies 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. Sales incentives, based on performance goals, may be possible in addition to this range. Note on compensation for part‑time roles: The salary ranges listed reflect full‑time compensation. Actual compensation may be prorated based on a full‑time schedule. #J-18808-Ljbffr Nationwide