Customer Service Representative
3 months ago
Nationwide Financial
Duration Unit
6 Month(s) to hire with salary increase
Description:
As a Representative working 100% remote you’ll provide extraordinary care to our members, partners, plan sponsors and investment professionals. You will understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions will be key to success. Additionally, you’ll effectively interpret and articulate Nationwide's marketing strategies when communicating with customers. If you are looking to start a career in finance or expand your financial knowledge this is a great stepping stone as well as a great company to be apart of.
Key Responsibilities:
• Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics. Understands the different product suites, including current line-up and products no longer sold that still require servicing.
• Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change communications. Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need.
• Maintains a record of the conversations and follows a process of documentation to support our strategy of knowing our member better than anyone and use 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.
• 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 escalated issues. Integrates lean methodology into daily interactions through problem-solving meetings and team huddles.
• 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 duties as assigned.
Job Title
Retirement Specialist
Additional Skills & Qualifications
- Must have High School Diploma or GED
- Bachelor\'s Degree preferred not required
- Must have great customer service skills
- At least 1 year of call center experience
- Knowledge of various insurance products and the sales process preferred
- Excellent verbal and written communication skills to effectively communicate with others.
- Proficiency with computers and common office software.
- Ability to understand general aspects of plan/contract and utilizes technology to enhance conversations with customers.
Worksite Address
18700 North Hayden Road, Scottsdale, Arizona, United States,85255
EVP
• Training is 6 weeks fully remote, after training contractors have the option to choose to remain fully remote, work in the office 1-2 days a month, or work a hybrid schedule.
• Contractors will have the opportunity to earn 12 credits with Rio Salado College, there is no cost for contractors to enroll, this can be great to those looking to jumpstart or finish their college careers
• Nationwide has a lot of upward mobility, great 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
Work Environment
Training will be 6 weeks fully remote, Hours
during training will be 8:00am - 4:30pm Monday - Friday
Post Training hours (M-F 8am - 9pm Sat 6am - 4pm).
This will be assigned halfway through training and they will start their official schedule September 12, 2022. They have the choice to continue working fully remote, or work in the office 1-2 days a month or work a hybrid schedule
\*\*\*Candidates Must Have Internet Access\*\*\*
Once you have taken the time to apply please follow up with James Vigil with your updated resume as well as best point of contact at Jvigil@Teksystems.com
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