Direct Retirement Sales Specialist - Ohio

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide, on your side goes beyond just words. Our customers are at the center of everything we do and were looking for associates who are passionate about delivering extraordinary care.

Enjoy the vibrant energy of Downtown Columbus working onsite 5 days a week at 257 East Town Street.

Qualifications:

• Ohio Deferred Compensation experience is strongly preferred.
• Series 6 and SIE required.

Internal Compensation Grade: D3

Job Description Summary

Our team is a versatile group of individuals, working collaboratively to meet both the needs of our retirement plan customers and those of the plan sponsor. We value plan knowledge, the ability to multi-task and contributing to a stellar team environment. If you thrive in a busy, engaging work environment, where no two days are exactly alike, we want to know more about you!

As a Specialist, youll be highly engaged with diverse responsibilities encompassing operations management, sales, asset retention, training and quality control. You will need to be detail oriented and able to adapt hourly to changing business needs and volume of work. You will be cross-trained to support all facets of business operations within a call and fulfillment center, processing unit and customer facing walk-in office.

Job Description

Key Responsibilities:

• Handles incoming calls from public employees to discuss retirement planning, investment allocations, rollovers, account retention and other retirement plan service requests. Assists participants with enrollment by answering questions and walking them through the steps.

• Meets with participants to discuss retirement planning, investment allocations, rollovers, account retention, enrolling in the program and other service requests. Handles walk-in distribution to ensure participants are met with in a timely manner, while balancing phone service standards, too.

• Conducts quality check documents for rollovers, transfers and account retention to ensure all is in good order to be submitted to the client to process. Contacts participants to correct paperwork not in good order as requested by the client. Ensures business rules and retention processes are followed for rollout requests.

• Conducts processes, including: enrollment, withdrawal, roll-in, rollout, unforeseeable emergency applications, death claims and other types as needed.

• Drafts and manages marketing emails with Nationwides email team. Coordinates efforts between the client and Nationwide, confirming each process is executed accurately. Through marketing emails, provides information and education to plan participants and assist employers with enrolling employees.

• Manages all administrative functions for the Service Center and field representatives (staff of 48) such as management of office inventory and equipment. Works with external vendors for printing, mail, shredding, janitorial services, etc. Provides service coverage for reception area, managing flow of customers and triage needs for all in-person visitors to the office.

• Develops workflows and administrative procedures-based client's business rules. Provides training and instruction to customer service representatives and collects requests from all office associates for documents to be fulfilled, individual account processing requests and notifications on accounts. Reviews all requests for accuracy and submits to correct team/area for processing. Prepares training materials for use with new hires as well as training associates on new processes. Acts as subject matter authority for the entire team, including field sales representatives.

• Responds to participant inquires submitted by email, providing customer service in a timely manner. Develops and manages common responses used by the team to be sure consistent responses are delivered to customers for all inquiry types.

May perform other responsibilities as assigned.

Reporting Relationships: Reports to Assistant Program Director and does not have direct or indirect reports.

Typical Skills and Experiences:

Education: Undergraduate degree preferred.

License/Certification/Designation: FINRA Series 6 License required. Many associates in this role also obtain CRC or ChFC designations.

Experience: Two years of experience in retirement plans customer service, specifically serving Ohio Deferred Compensation plan participants.

Knowledge, Abilities and Skills: Strong Excel knowledge. Understanding of Ohio Deferred Compensation plan processes, structure and business rules. Requires in-depth knowledge of Ohio Deferred Compensation systems, client business rules and processes. Ability to prioritize daily work requirements and effective time management skills. Strong attention to detail and verbal and written communication skills. Skilled with effective customer service.

Other criteria, including leadership skills, competencies and experiences may take precedence.

Staffing exceptions to the above must be approved by the hiring managers leader and Human Resources Business Partner.

Values: Regularly and consistently demonstrates the Nationwide Values.

Job Conditions:

Overtime Eligibility: Eligible (Non-Exempt)

Working Conditions: Normal office environment. Occasional travel, non-standard or extended work may be required based on project needs.

ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.

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Benefits

We have an array of benefits to fit your needs, including: 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, and more. To learn more about the benefits we offer, click here .

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:

We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies 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.