Financial Services Representative - New Business Support

Nationwide Mutual Insurance Company

Grandview Heights, OH, USA
Base: $46,345.00 - $60,800.00; bonus/equity: not s...
Assemble annuity contracts and life policies
Manage workflow for timely processing
Support financial manual payments
Assembling both life policies and annuity contracts and managing workflow to ensure timely processing, consistency, and quality in a high-volume and fast-paced environment

Job Summary

  • Assembling both life policies and annuity contracts and managing workflow to ensure timely processing, consistency, and quality in a high-volume and fast-paced environment.
  • Provides timely, efficient service for internal and external customers, ensuring extraordinary care through workflow management and meeting all required service level agreements.
  • Nationwide offers a comprehensive benefits package including medical/dental/vision, paid time off, 401(k) with company match, and a company-paid pension plan.

Matching Summary

Assembling both life policies and annuity contracts and managing workflow to ensure timely processing, consistency, and quality in a high-volume and fast-paced environment.

Salary

Base: $46,345.00 - $60,800.00; Bonus/Equity: Not specified; Benefits: medical/dental/vision, life insurance, short and long term disability coverage, paid time off, paid holidays, 401(k) with company match, company-paid pension plan

Skills & Requirements

Must-have

  • Assemble annuity contracts and life policies
  • Manage workflow for timely processing
  • Support financial manual payments
  • Process business requests accurately
  • Deliver outstanding customer service

Nice-to-have

  • Positive change agent
  • Thrives in a team atmosphere
  • Mindset of continuous improvement
  • Build and maintain member relationships

Key Requirements

  • High school studies
  • One to three years of work experience
  • FINRA Series 6 license preferred

Work Rights

Not specified

Tailored Resume

Cover Letter