Suitability Principal - Life Insurance

Overview

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? 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 is a great opportunity to join our Suitability Team! The primary focus for this position will be within our Fixed Life Insurance product line.

FINRA Series 6 and Series 26 licenses are required for this role. It is required that candidates have their Series 6 at the time of application. The Series 26 license must be obtained within 120 days of your start date.

Success on our team is directly related to embracing change, providing exceptional customer service and having a passion for getting things done right. We work together to build our business and grow profitably, with unwavering attention to detail. If you are naturally curious, want to grow and learn and develop your expertise in financial services, we want to know more about you!

As a Suitability Principal, you’ll be responsible for conducting an end to end review of all Fixed, Immediate and Indexed annuity business for numerous firms within different distribution channels. You  determine the suitability of the products being sold to clients and conduct a detailed business review to ensure documentation is in good order and processes have been closely followed.

• Conduct detailed reviews of Nationwide Life Insurance business applications to determine suitability and ensure the business is complete and in good order from a regulatory standpoint
• Financial services industry experience required
• Knowledgeable in Fixed Life Insurance products; knowledge of Nationwide Fixed Life insurance products is a plus
• Motivated, detail-oriented, and strong prioritization skills
• Growth-minded with a focus on development and future career paths

Job Details

• This position will be hired on a Success Flex basis.
• Resident requirement: within 35 miles of 1000 Yard St, Grandview Heights, OH 43212, Ohio
• Work schedule:
  
  2 days in office, 3 days remote

Licensing and Compliance

• This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program.
• License/Certification/Designation:
  Series 6, 26 required. Associates must obtain required licenses/registrations within the designated time frame. If not obtained, the associate will be ineligible to continue in the position.

Experience and Skills

• Experience:
  
  3-5 years in field, insurance back office, service or sales management.
• Knowledge, Abilities and
  
  Skills:
  
  Solid understanding of insurance and/or individual annuity products; familiarity with state and federal insurance laws and regulations; ability to read, analyze, and interpret documents; outstanding verbal and written communication; ability to handle difficult conversations and solve complex problems.

Context and Compliance

• Maintains alignment with departmental practices and regulatory guidelines.
• May perform other responsibilities as assigned.

• Reporting Relationships:
  Reports to Supervisor or Manager.
• Values:
  Regularly demonstrates Nationwide values.
• Benefits:
  Medical/dental/vision, life insurance, disability coverage, paid time off, holidays, 401(k) with company match, pension plan, and more. Details available in the benefits information.

• Overtime Eligibility:
  Not Eligible (Exempt)
• Working Conditions:
  
  Normal office environment
• ADA:
  Reasonable accommodations may be made.
• Credit/Background Check: A valid credit check and/or background check will be required.

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 protected by applicable law.