Financial Services Analyst - Financial Services Job at Nationwide in Columbus

Talent Acquisition - Culture - Employee Experience - Equity

Are you passionate about delivering extraordinary care to customers and helping individuals and businesses prepare for and protect their retirement? At Nationwide, “on your side” goes beyond words. Our customers are at the center of everything we do. We’re looking for associates who are passionate about delivering extraordinary care.

Financial Services Representative – Columbus, OH

The Financial Services Representative processes business requests, maintains high standards of professional conduct, and provides outstanding quality customer service. This role requires weekly in‑office presence in Columbus, OH.

Location: Columbus, OH – Three Nationwide Plaza (within 35 miles)

Work schedule: 3 days in office, 2 days remote.

Licensure: FINRA Series 6 Required.

Job Type: Full‑time, Success Flex basis.

Key Responsibilities

• Prepares all materials to propose, sell and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications and client administrative guide, census and plan information.
• Interprets plan provisions, product rules and guidelines to process requests in accordance with Plan and Legal requirements.
• Provides extraordinary care to our customers through workflow management and meeting all required service level agreements. Proactively seeks out opportunities to improve processes and the members experience through lean methodology.
• Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
• Researches, reviews and analyzes errors and determines best course of action for a workable solution. Takes ownership of identifying and evaluating problems and analyzing customer inquiries to determine appropriate action.
• Conducts follow up calls to service issues and questions, de‑escalating complex customer requests and providing outstanding care during resolution. Includes understanding topics that require insurance or securities license and registration and when and how to route those inquiries to the properly‑registered representative.
• Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases and contract cash‑outs. Requests additional information when necessary.
• Compiles management information such as contract and sold case activity as needed by internal management.
• Communicates with customers, sales force, other departments, regional and/or field offices and other industry companies on topics that do not require insurance or securities licensing and registration. Collaborates and networks with outside business units to create innovative solutions for internal and external customers. Maintains appropriate records.
• Approves and processes business according to government regulations, contract provisions and internal procedures and controls.
• Conducts in‑good‑order reviews or other applicable requests for servicing Nationwide policies and customers for withdrawal, exchanges, deposits, annuity purchases and contract cash‑outs.
• Helps with research for written responses to Nationwide formal complaints.
• Participates in special projects as assigned. Collaborates with appropriate staff to design, document, and implement process improvements and best practices.

Qualifications

• High school diploma or equivalent. Undergraduate studies desirable.
• Four or more years of related work experience, including customer service experience, preferably with cross‑functional business unit exposure.
• Customer service experience required.
• Excellent verbal and written communications skills.
• Strong analytical and problem‑resolution skills.
• Ability to research, analyze, and solve problems, leveraging existing and innovative methodologies.
• Proactive understanding and anticipation of customer needs.
• Proven decision‑making skills necessary for customer contacts.
• Ability to multi‑task, independently manage work, and establish priorities that conform to time, service and quality standards.
• Strong team‑building and collaboration skills.

License/Certification

FINRA Series 6 license required; may be preferred for additional product/line‑of‑business.

Benefits

Medical, dental, vision, life insurance, short‑ and long‑term disability coverage. Paid time off – newly hired associates receive 18 days prorated 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.

EEO Statement

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.

Note to Employment Agencies

Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted 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.