Representative – Solutions Center – Financial Services

Representative – Solutions Center – Financial Services

Requirements

• Candidates must be prepared to pass the SIE (Securities Industry Essentials), Series 6 and 63 exams within the first 120 days of employment.
• High school diploma or equivalent required.
• Undergraduate degree in finance, business administration, insurance, economics, communications preferred.
• One year of experience in customer service, sales related occupations.
• Knowledge of various insurance products and the sales process.
• Excellent verbal and written communication skills to effectively communicate with others.
• Proficiency with computers and common office software.

Responsibilities

• Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics.
• Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change communications.
• Maintains a record of the conversations and follows a process of documentation to support our strategy of knowing our member better than anyone.
• Follows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, Nationwide policies, firms, plan documents and state and local laws.
• Educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract.
• Analyzes problems to determine proper course of action, striving for first time final resolution.
• Develops and grows through monthly individual meetings with leadership to set in place a career path strategy.

Preferred Qualifications

• Licensed candidates are strongly preferred.
• ChFC, CLU, other industry designations desirable.
• FINRA series 6 and/or 26 licenses preferred and may be required based on assigned product/line-of-business or distribution system.