Financial Services Representative

Nationwide
United States
Workplace: HybridFull timeUSD 46,345 - 60,800 annuallyFunction: Solutions Engineering & Sales EngineeringExperience: 1-3 yearsEducation: high_schoolSkills: ["Customer service","Communication","Problem-solving","Analytical thinking","Team collaboration"]

Serve internal and external customers by processing service requests accurately and efficiently for an assigned product or service center. Ensure extraordinary customer care through workflow management and meeting service level agreements while staying current on contract/product provisions and applicable federal and state regulations. Apply lean methodology in daily team interactions, consult and interpret contract provisions, and route inquiries to properly registered representatives when needed.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Nationwide
Nationwide
15 hours ago

Financial Services Representative

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 15 hours agoStatus: Live
Reposted: similar role first listed 3 months ago

Job Summary

Serve internal and external customers by processing service requests accurately and efficiently for an assigned product or service center. Ensure extraordinary customer care through workflow management and meeting service level agreements while staying current on contract/product provisions and applicable federal and state regulations. Apply lean methodology in daily team interactions, consult and interpret contract provisions, and route inquiries to properly registered representatives when needed.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Entry level

Key Responsibilities

  • •Process business requests according to government regulations, contract provisions, and internal procedures and controls.
  • •Provide outstanding customer service by understanding customer needs and responding timely.
  • •Maintain current knowledge of contract and product provisions, administration of Nationwide products, and processing systems and related federal and state regulations.
  • •Integrate lean methodology into daily interactions through problem-solving meetings and team huddles.
  • •Consult and interpret contract provisions and route insurance or securities inquiries to the properly registered representative when needed.

Pay and Benefits

Salary: USD 46,345 - 60,800 annually
Perks:Health InsuranceDentalVisionLife InsuranceLong-term DisabilityPaid Leave401kPension Plan

Key Requirements

  • •High school studies (undergraduate studies desirable).
  • •1 to 3 years of work experience with product-related customer service experience preferred.
  • •Knowledge of office practices, customer service, information systems, and insurance/financial services practices (e.g., annuities, mutual funds) preferred.
  • •Effective verbal and written communication skills.
  • •FINRA Series 6 license preferred and may be required based on assigned product or line of business.
Experience:1-3 years
Education:High School
Skills:Customer serviceCommunicationProblem-solvingAnalytical thinkingTeam collaboration
Licenses:FINRA Series 6

Company Brief

Nationwide
Nationwide is a mutual insurance and financial services company offering auto, home, life insurance, retirement planning, investments, and banking products for individuals and businesses across the United States.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Established Company
Headquarters: Columbus, United States
Founded: 1926
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn