Solutions Center Representative - Retirement Solutions at Nationwide

Troy, New York, United States

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Retirement PlanningIndustries

Requirements

FINRA SIE, Series 6, and Series 63 required
Availability to work between 8:00am and 11:00pm Monday-Friday, Saturday 9:00am-6:00pm, and some holidays
High school diploma or equivalent required; undergraduate degree in finance, business administration, insurance, economics, or communications preferred
FINRA Series 6 and/or 26 licenses preferred and may be required based on assigned product/line-of-business
Must acquire required federal and/or state licenses/registrations within the designated time period; failure results in ineligibility to continue in the position
Credit check may be required if a license is needed

Responsibilities

Receives and responds to incoming calls from investment professionals, plan sponsors, and members on a variety of topics
Understands different product suites, including current lineup and products no longer sold that require servicing
Interprets and applies all changes and enhancements to new and old products based on daily change communications
Identifies the question(s) behind the question to proactively offer consultative expertise and uncover unstated needs
Maintains records of conversations and follows documentation processes to support knowing members better and deepening relationships
Follows all rules and regulations to ensure compliance with FINRA or other licensure requirements, Nationwide policies, plan documents, and state/local laws
Educates customers on tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation, and plan/contract benefits
Analyzes problems to determine proper course of action, striving for first-time final resolution; escalates to internal partners when necessary
Integrates lean methodology into daily interactions through problem-solving meetings and team huddles
Develops and grows through monthly individual meetings with leadership to set career path strategy, goals, and expectations
May perform other responsibilities as assigned

Skills

FINRA SIE

Series 6

Series 63

Customer Service

Financial Products

Regulatory Compliance

Call Handling

Documentation

Consultative Sales

Nationwide

Provides insurance and financial services

About Nationwide

Nationwide provides insurance and financial services to individuals and businesses across the United States. Their product offerings include auto, home, life, and commercial insurance, as well as retirement and investment solutions. The company operates by underwriting insurance policies and managing investment portfolios, earning revenue through premiums, investment income, and fees for financial services. What sets Nationwide apart from its competitors is its focus on leveraging technology to improve claims processing and policy management, along with its commitment to customer service. Additionally, Nationwide partners with organizations to offer financial education resources, particularly for retirees, aiming to ensure financial security and protect the futures of its clients.

Columbus, OhioHeadquarters

1925Year Founded

$769.7MTotal Funding

N/ACompany Stage

Consulting, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Paid Vacation

Paid Holidays

401(k) Retirement Plan

401(k) Company Match

Risks

Competition from insurtech startups like Nexar may challenge Nationwide's market share.

AI-driven platforms like Planck could disrupt traditional insurance models.

Partnerships with AI firms may require significant tech investment and integration efforts.

Differentiation

Nationwide invests in tech-driven platforms like YellowBird and Betterview to enhance services.

Partnership with CLARA Analytics shows Nationwide's focus on AI for operational efficiency.

Collaboration with Funding Circle highlights Nationwide's support for small business growth.

Upsides

Nationwide's $56M loan to Whitestone REIT diversifies its investment portfolio.

Investments in AI and tech platforms could streamline operations and reduce costs.

Supporting small businesses may expand Nationwide's customer base and strengthen relationships.

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