Home
/
Customer Service
/
Financial Services Representative-1
Financial Services Representative-1-November 2024
Columbus
Nov 13, 2024
ABOUT NATIONWIDE INSURANCE
Nationwide Insurance is an insurance and financial services company.
10,000+ employees
Insurance
VIEW COMPANY PROFILE >>
About Financial Services Representative-1

  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!

  Compensation Band 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. 

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Microsoft Dynamics 365 Customer Engagement, Manager
A career in our Microsoft Dynamics team will provide the opportunity to help our clients transform their technology landscape across Front, Back and Mid-Office functions leveraging Microsoft Dynamics
Customer Business Director
Date Posted: 2023-07-02 Country: Japan Location: JPN13111: RII Tokyo Japan, 1-11-44, Akasaka, Minato-ku M/S 12 Floor, Tokyo, 107-0052, Japan Position Role Type: Unspecified Customer Business Director
Client Solutions Manager, Apps & Gaming (Türkiye)
The Client Solutions Manager for Meta's Global Business Group team partners with our most strategic clients to make sure they are successful with Meta. This is an outstanding opportunity to be at the
Teller PT
Employment Type: Part-Time, On-site #LI-ONSITE This Teller position starts at $15.60 per hour with an uncapped incentive opportunity based off individual performance. We also offer the following bene
IT Client Service Owner
Our story At Alight, we believe a company's success starts with its people. At our core, we Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to Be A
International Client Service Associate
Overview Do you want a career with a firm that's changing the industry? As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus
Service Administrator
Service Administrator Description We are looking for a talented Service Administrator to join our team specializing in Service for our Sales and Service department at our branch in Tampa, FL. In this
Call Center Representative
About Accolade Accolade (Nasdaq: ACCD) provides millions of people and their families with an exceptional healthcare experience that is personal, data driven and value based to help every person live
Customer Service Representative-Remote
TransUnion's Job Applicant Privacy Notice What We'll Bring: We are looking for a Customer Service Support Representative to join our successful Client Services Sales team. This position will be respo
Senior Technical Support Engineer
#LI-FR2 We are Datadog's in-house product experts. The Technical Solutions team enables Datadog's worldwide growth by educating potential clients and ensuring that existing customers are happy and su
Copyright 2023-2024 - www.zdrecruit.com All Rights Reserved