Solutions Center Representative
- 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 Experiences: 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 position. Experience: One year of experience in customer service, sales related occupations. Knowledge, Abilities and Skills: Knowledge of various insurance products and the sales process. Solid understanding of the state and local laws necessary to understand the legal implications of certain product features in different states. Understands the consequences of not following the FINRA rules and regulations. Excellent verbal and written communication skills to effectively communicate with others. Proficiency with computers and common office software. Ability to understand general aspects of plan/contract and utilizes technology to enhance conversations with customers. Other criteria, including leadership skills, competencies and experiences may take precedence. Staffing exceptions to the above must be approved by the hiring manager's leader and Human Resources Business Partner. Values: Regularly and consistently demonstrates the Nationwide Values. Job Conditions: Overtime Eligibility: Eligible (Non-Exempt) Working Conditions: Call center environment. Extended periods of time sitting in front of a computer and taking phone calls. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Benefits We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here . 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 (or classification) protected by applicable law. For NY residents please review the following state law information: Notice of Employee Rights, Protections, and Obligations LS740 (ny.gov) Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. The national salary range for Representative, Solutions Center - Financial Services : $42,315.00-$72,100.00 The expected starting salary range for Representative, Solutions Center - Financial Services : $42,315.00 - $58,200.00
Recommended Jobs
Park and recreation aide - maintenance and patrol
NY HELP No Agency Parks, Recreation & Historic Preservation, Office of Title Park and Recreation Aide 6 - Maintenance and Patrol - Schuyler Mansion (Part-Time) Occupational Category Sk…
Sector tech power - digital - senior manager - consulting
Location: Anywhere in Country At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever …
ML ops
**Job Description:** **The ML Ops Lead drives the design, deployment, and optimization of machine learning solutions, balancing hands-on engineering with strategic leadership to enable robust, scalabl…
Full Time Family Medicine Job NY
Growing group is seeking a Family or Internal Medicine Physician for a Primary Care role near JFK Airport, New York ~ Board Certified - Family Medicine or internal Medicine ~ New Graduates Welcom…
Associate experience
ABOUT THE ROLE Peloton Studios delivers engaging subscription content and world-class classes, events, and activations to our members. We are seeking a passionate, customer service-driven indivi…
Senior Software Engineer
About the Company Valon’s mission is to empower every homeowner. We believe the journey of home ownership starts when you get your keys, but lasts far beyond. We’re creating a world where home own…
Assistant Community Manager - New Village
ABOUT GREYSTAR Greystar is a leading, fully integrated global real estate platform offering expertise in property management, investment management, development, and construction services in ins…
Grant specialist
Location: New York, NY | Washington, DC Full time Requisition ID: JR889 About Audubon The National Audubon Society is a leading nonprofit conservation organization with 120 years of sc…
Child psychotherapist - service - experience
Scarsdale Edgemont Family Counseling Service (SFCS) is seeking a dynamic, fee for service mental health practitioner to deliver in-person psychotherapy services. The ideal candidate will possess the …
Product Manager II , Security Case Management
As a Product Manager for security case management you’ll be responsible for building investigation, collaboration, and remediation features for Datadog’s security products. Security case management i…