Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you!#LI-HB5Job Description SummarySuccess 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!
Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you!
#LI-HB5
Job Description Summary
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!
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Job Description
Key Responsibilities:
Reviews fixed annuities for suitability under the General Agency on behalf of Nationwide Life.
Reviews brokerage (stocks, bonds, certificates of deposit, mutual funds) new accounts and financial plans business for Best Interest of the investment.
Contacts agents via phone and email to acquire missing forms or data so that the case can be reviewed for Best Interest, and further processing.
Provides subject matter expertise and input on NSLLC projects and initiatives.
Provides guidance and/or training to partners and clients on issues, including new business review, processes, new forms and/or rules.
Provides documentation or case summaries during regulatory examination, as needed.
May perform other responsibilities as assigned.
Reporting Relationships:Reports to Director, Centralized Supervision, and does not have direct reports.
Typical Skills and Experiences:
Education:Undergraduate degree in business or finance preferred.
Experience:Three years of field experience, insurance back office or sales management preferred.
Knowledge, Ability and Skills:Working knowledge of insurance or financial business processes. Strong verbal and written communication skills. Non-standard or extended work may be required based on project needs. Ability to operate a personal computer and business software. Must be flexible and able to adapt to changing procedures, processes, systems etc. Able to manage escalations, and able to have difficult conversations.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Values:Regularly and consistently demonstrates the Nationwide Values.
Job Conditions:
Overtime Eligibility:Not Eligible (Exempt)
Working Conditions:Normal office environment. May not work from home as recorded lines are needed and homes are not registered as FINRA branches.
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.
Credit/Background Check:Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process.
