Representative, Annuity Solutions Center- Financial Services
Scottsdale, Maricopa County, Arizona, 85261, USA
Listed on 2026-01-12
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Social Work
Bilingual
Are you passionate about being part of a team 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. Nationwide does not participate in the Stem OPT Extension program.
This role will be hired on a Success Flex basis and is a hybrid work role. The office location will be:1000 Yard Street, Grandview Heights, Ohio 43212
18700 North Hayden Rd, Scottsdale, AZ 85255
You must reside within a 35-mile radius of the listed address.
Training schedule:The 6-week training for this role will be 10 AM – 6:30 PM EST, Mon – Fri.
In office days will be Tuesday & Wednesday
Post training schedule:Post training schedule will vary, with shifts available between 8 AM – 8 PM EST, Mon – Fri.
In office days will be Tuesday & Wednesday.
Your total rewards package includes a minimum salary of $47,151 ($23.40/hr) with a competitive benefits package.
Benefits:- Paid time off
- 401(k) with company match of 50% on the first 8% you contribute
- Company-paid retirement (pension) plan
- Comprehensive medical, dental and vision benefits
- Hybrid and work from home opportunities
- Educational assistance
- Exclusive insurance discounts
Training:
We will provide you with our award-winning 6-week training program
#LI-CB2
Job Description SummaryDo 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.
Job DescriptionKey Responsibilities
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.
Reporting Relationship: Reports to Supervisor/Manager and does not have direct reports.
Typical Skills and ExperiencesEducation: High school diploma or equivalent required. Undergraduate degree in finance, business administration, insurance, economics,…
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