Sr Financial Services Technical Lead - Advisory New Business

Nationwide Mutual Insurance Company

Grandview Heights, Ohio, US
National range: $55,000-$102,000; expected startin...
2d onsite
Workflow management in onbase
Advisory annuity product knowledge
Team coaching and mentorship

Salary

National range: $55,000-$102,000; Expected starting: $55,000-$82,000; Benefits include 401(k) match and pension plan

Skills & Requirements

Must-have

  • Workflow management in OnBase
  • Advisory annuity product knowledge
  • Team coaching and mentorship
  • Error analysis and quality reviews
  • Cross-functional stakeholder collaboration

Nice-to-have

  • Process improvement mindset
  • Change readiness and adaptability
  • Video training material creation
  • Strong communication skills
  • Detail-driven work style

Key Requirements

  • Three years call center or service center experience
  • High school diploma required; undergraduate studies preferred
  • FINRA Series 6 and/or 26 licenses preferred
  • Must reside within 35 miles of Grandview Heights, OH
  • Not eligible for employer-sponsored work authorization

Work Rights

Not specified

Tailored Resume

Cover Letter