Solutions Center Representative; Retirement Solutions

Nationwide Financial

Are you passionate about delivering extraordinary care and helping individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you!

This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program.

Candidates must live within a 35-mile radius of the following office locations:

Ohio – Three Nationwide Plaza, Columbus, OH 43215

Arizona – 18700 North Hayden Rd, Scottsdale, AZ 85255

Availability hours expected:

Hours of Operation: 8:00 AM – 11:00 PM EST

Saturday: 9:00 AM to 6:00 PM EST

Position is hybrid, requires 2 days in office.

Preferred candidate will have a minimum of 3 months of experience with Retirement Solutions.

Licensing Requirement: SIE, Series 6 and Series 63 must be obtained within 120 days of hire.

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.

• Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics. Understands the different product suites, including current line‑up and products no longer sold that still require servicing.
• Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change communications. Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need.
• Maintains a record of the conversations and follows 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.
• Follows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, Nationwide policies, firms, plan documents and state and local laws.
• Educates 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.
• Analyzes problems to determine proper course of action, striving for first‑time final resolution. When necessary, works with internal partners to resolve escalated issues. Integrates lean methodology into daily interactions through problem‑solving meetings and team huddles.
• Develops and grows through monthly individual meetings with leadership to set in place a career path strategy. Setting goals and expectations to achieve success in the role as well as future opportunities.

May perform other responsibilities as assigned.

Reports to Supervisor/Manager and does not have direct reports.

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.

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…