This role supports and services 457 Retirement accounts by assisting with inquiries, rollovers, distributions, and loan processing
Job Summary
This role supports and services 457 Retirement accounts by assisting with inquiries, rollovers, distributions, and loan processing.
Nationwide provides full support including paid study time and exam fees to help associates earn required SIE, Series 6, and Series 63 licenses.
The position offers a comprehensive benefits package including medical, dental, vision from day one, a pension plan, and up to 18 days of PTO.
Matching Summary
This role supports and services 457 Retirement accounts by assisting with inquiries, rollovers, distributions, and loan processing.
Salary
Base: $47,151 minimum ($23.40/hr); Bonus/Equity: Sales incentives possible based on performance; Benefits: Medical, dental, vision, 401(k) match, pension plan
Skills & Requirements
Must-have
457 Retirement account support
Incoming call handling
FINRA compliance adherence
Nice-to-have
Consultative expertise approach
Lean methodology integration
Natural curiosity for growth
Key Requirements
SIE license within 120 days
Series 6 and 63 licenses within 180 days
High school diploma required
One year customer service experience
Not eligible for work authorization sponsorship
Work Rights
Must have US work authorization; No STEM OPT or employer sponsorship