Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales 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 is a hybrid role and candidate must reside within 35 miles of Troy, NY location. Hours to be worked are 8:30AM-4:45PM EST. Exact on-site schedule to be determined by hiring manager.

FINRA SIE, Series 6 and 63 are a requirement and must be obtained within 120 days of employment.

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Job Description Summary

Do 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 an Analyst, you’ll provide outstanding care to our customers, partners, plan sponsors and investment professionals. You will educate customers in all aspects of plan/contract and provide solutions to our customers and partners. You’ll utilize technology to enhance conversations with customers, agents and educate advisors.

Job Description

Key Responsibilities:

• Receives and responds to incoming calls from investment professionals, plan sponsors and policyholders on multiple financial topics. Understands the different product suites, including current line-up and products no longer sold that still require servicing. 

• Interprets and applies all changes and enhancements to new and old products, based on daily change communications. Identifies sales leads for unfamiliar product line to support strategy of all business lines meeting goals. 

• Maintains records of conversations and follows a documentation process to support our strategy of knowing our member better than anyone and uses 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. 

• Uncovers sales opportunities by turning service inquiries into sales leads within assigned business segment and/or to support other product by providing a sales lead. 

• 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 issues. 

• Fields escalated calls and has a proven ability to de-escalate complex situations and provide solutions to our members and partners. Integrates lean methodology into daily interactions through problem solving meetings and team huddles. Seeks proactive opportunities to improve operational processes including partnering with other business units to drive results for our members and partners.

• Demonstrates proficiency with multiple technology systems and programs to provide a great experience for our customer. Utilizes virtual technology and social media to enhance member, investment professional and plan sponsor experience. Can easily navigate within Nationwide to provide correct data and information to our investment professionals and member base. 

• 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 Relationships: Reports to Supervisor/Manager and does not have direct reports. 

Typical Skills and Experience:

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 license may be required, FINRA series 26 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.

Experience: Two to three years of experience in customer service, sales-related occupations.

Knowledge, Skills and Ability: Knowledge of various insurance products and the sales process. Strong 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. Excellent verbal and written communication skills to effectively communicate with others. Proven understanding of the state and local laws necessary to understand the legal implications of certain product features in different states. Understands the firm/plan restrictions and how they apply to the business. Ability to interpret and articulate our marketing strategies when speaking with customers. Ability to educate members who call regarding service inquiries and helps facilitate in-depth consultative conversations and turns these inquiries into sales leads for their own product line or other Nationwide Financial products.

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 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. 

Credit/Background Check: Due to fiduciary accountability within this job, a valid credit and/or background check will be required as part of the selection process.

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) https://dol.ny.gov/system/files/documents/2022/02/ls740_1.pdf

NOTE TO EMPLOYMENT AGENCIES:

We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.

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. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule.

The national salary range for Analyst, Solutions Center - Financial Services : $46,345.00-$80,700.00

The expected starting salary range for Analyst, Solutions Center - Financial Services : $46,345.00 - $65,100.00