Retirement Specialist
3 days ago
Nationwide Financial is a leading provider of insurance and financial services. As a Retirement Specialist, you will play a critical role in delivering exceptional customer experiences and driving business growth.
About the RoleThis is a remote opportunity that requires 100% dedication to providing extraordinary care to our members, partners, plan sponsors, and investment professionals. You will be responsible for analyzing and resolving general account, plan fees, or plan inquiry questions while effectively interpreting and articulating Nationwide's marketing strategies.
The ideal candidate will have great customer service skills, at least 1 year of call center experience, and knowledge of various insurance products and sales processes. Proficiency with computers and common office software is also essential.
Key Responsibilities- Receive and respond to incoming calls from investment professionals, plan sponsors, and members on a variety of topics.
- Interpret and apply all changes and enhancements to new and old products based on daily change communications.
- Maintain records of conversations and follow a process of documentation to support our strategy of knowing our member better than anyone.
- Ensure compliance with FINRA or other professional licensure requirements, Nationwide policies, firms, plan documents, and state and local laws.
- Educate 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.
- Analyze problems to determine proper course of action, striving for first-time final resolution when necessary, work with internal partners to resolve escalated issues.
High School Diploma or GED; Bachelor's Degree preferred but not required. Must have great customer service skills, at least 1 year of call center experience, and knowledge of various insurance products and sales processes.
BenefitsWe offer a competitive salary range of $55,000-$65,000 per annum, depending on location and experience. Additionally, contractors will have the opportunity to earn 12 credits with Rio Salado College, which can be a great stepping stone for those looking to jumpstart or finish their college careers.
Nationwide has a lot of upward mobility, making it an excellent choice for candidates looking to start a career in the financial industry. If contractors are looking to advance with the company after a certain amount of time, Nationwide will pay for them to get their Series 6 and/or Series 26 license.
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