Solutions Center Representative; Retirement Solutions

Solutions Center Representative (Retirement Solutions)

Nationwide Financial is seeking a Solutions Center Representative to deliver extraordinary care to members, partners, plan sponsors and investment professionals. Candidates must reside 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.

As a Representative, you will provide exceptional care, interpret product knowledge, manage inquiries, ensure compliance with FINRA and state laws, educate customers on tax implications and plan benefits, and collaborate with internal partners to resolve escalated issues.

• Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics and understands the different product suites.
• Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change communications.
• Maintains a record of the conversations and follows a process of documentation to support our strategy of knowing our member better than anyone.
• 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 and working with internal partners to resolve escalated issues.
• Develops and grows through monthly individual meetings with leadership to set in place a career path strategy and set goals and expectations for success.

• High school diploma or equivalent required; undergraduate degree in finance, business administration, insurance, economics or communications preferred.
• One year of experience in customer service, sales related occupations.
• Knowledge and ability to understand insurance products, FINRA rules and state/local laws.
• Excellent verbal and written communication skills and proficiency with common office software.

ChFC, CLU and other industry designations desirable. FINRA Series 6 and Series 63 licenses required and must be obtained within 120 days of hire.

• Medical, dental and vision coverage
• Life insurance, short‑term and long‑term disability
• Paid time off – 18 days full calendar year and nine paid holidays
• 8 hours of Lifetime paid time off and 8 hours of Unity Day paid time off
• 401(k) with company match
• Company‑paid pension plan
• Business casual attire and more

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, 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.