What are the responsibilities and job description for the Financial Representative position at Nationwide Financial?
Are you looking for an opportunity for a long term career in financial services and investments?
Nationwide Insurance, is actively seeking Financial Services Representatives to join our Retirement Plan Solution Center team in Columbus, Ohio.
Why Work With Us?
- Compensation: $45,000
- Benefits: Medical, Dental, Vision, 401K, PTO etc.
- $30.00 per month technology reimbursement
- Employer sponsored Finra study materials and exams
- Career mobility within a Fortune 100 organization after 1 year of service
- Location: Three Nationwide Plaza. Columbus, Ohio 43215
- Start Date: 5/12/2025
Training Hours are expected to be Monday through Friday 8 am to 4:30 pm for 7 weeks.
Hours of Operation: Monday - Friday: 8:00 AM - 11:00 PM. Saturday: 9:00 - 6:00; Open availability is required. You will be scheduled to work a 38.75 hour work week.
Candidates must be prepared to pass the SIE (Securities Industry Essentials), Series 6 and 63 exams within the first 120 days of employment.
About the Job:
As a Representative, you will 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 will effectively interpret and articulate Nationwide's marketing strategies when communicating with customers.
Key Responsibilities:
- Taking incoming calls from public sector participants regarding their retirement accounts.
- Individuals will be trained to handle basic topics such as account balance, distribution questions, password reset, etc.
- Building meaningful connections/relationships and engage with customers via phone inquiries
- Educate and provide service to customers on products to support sales objectives
- Uncover routine sales opportunities and market products to support sales objectives
- Reviews, researches, and interprets records and reports to accurately make decisions
- Resolves routine errors requiring corrective processing
What we are looking for in a candidate:
- Candidates who hunt for innovative ideas and seek feedback to continuously improve performance
- A passion and drive to succeed in a fast paced environment
- An engaging personality, both in person and over the phone
- Someone who can easily adapt to change
- A candidate who hunts for ideas and seeks feedback for opportunities to improve in their job
As an ideal candidate you will have:
- A completed or nearly completed bachelor's degree (preferably in Business, Communications, Finance, Marketing, Economics or a related field)
- Candidates interested in building a career in sales and service atmosphere with a top employer
- One year of solid work experience in a service related field. Restaurant, retail, administrative, hospitality, etc.
- Candidates must be able to deliver friendly customer service while talking on the phone and working through computer systems simultaneously
- Licensed candidates are strongly preferred
If you are someone who has a passion for helping others and enjoys working in a fast paced environment apply or send your resume to liggem2@nationwide.com for consideration.
I look forward to connecting!
Salary : $30
