Provide call-center support for investment professionals, plan sponsors, and members in a fully on-site role in Columbus, OH.

Receive and respond to incoming calls from investment professionals, plan sponsors, and members across a variety of topics
Support multiple product suites, including current offerings and products no longer sold that still require servicing
Interpret and apply updates and enhancements to both new and existing products using daily change communications
Use consultative problem-solving to identify the question behind the question and uncover unstated needs
Document conversations through established processes to strengthen member relationships
Follow FINRA or other required licensure rules, Nationwide policies, firm requirements, plan documents, and applicable state and local laws
Educate customers on tax implications, penalties and surrender charges, death benefit protection, lifetime income, and capital preservation/plan benefits
Analyze issues to drive first-time resolution, escalating to internal partners when necessary
Apply lean methodology in daily work through problem-solving meetings and team huddles
Participate in monthly 1:1 meetings with leadership to build a career path strategy and set goals and expectations for success
Perform other responsibilities as assigned

FINRA Series 6 license required, or must be obtained within 120 days of hire
High school diploma or equivalent required
ChFC, CLU, or other industry designations desirable
FINRA Series 6 and/or 63 licenses preferred and may be required based on assigned product/line-of-business or distribution system
Associates must acquire required federal and/or state licenses/registrations within the timeframe designated by the business unit
If required licenses/registrations are not obtained within the designated timeframe, the associate will be ineligible to continue in the position
Credit check may be required if a license is required for this position
At least 1 year of experience in customer service or sales-related occupations
Knowledge of various insurance products and the sales process
Solid understanding of state and local laws related to legal implications of product features across states
Understand the consequences of not following FINRA rules and regulations
Excellent verbal and written communication skills
Proficiency with computers and common office software
Ability to understand general aspects of plan/contract and use technology to enhance customer conversations

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

Columbus, OH (onsite)
Fully on-site role; a hybrid schedule requiring on-site presence at least two days per week begins after required licensing and certifications are obtained

Representative, Solutions Center - Financial Services

Job Description