Financial Services Representative

Financial Services Representative

Requirements

• Detail-oriented individual with processing experience in financial services
• High level of accuracy with a required quality accuracy rate of 99%
• Effective verbal and written communications skills
• Basic analytical and problem resolution skills
• Ability to understand, anticipate and proactively act on customer needs
• Proven decision-making skills necessary for customer contacts
• General knowledge of office practices, customer service, information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred

Responsibilities

• Process a high volume of transactions, ranging from 55 to 100 per day
• Maintain a high level of accuracy, with a required quality accuracy rate of 99%
• Utilize attention to detail to ensure all transactions are processed correctly
• Processes business requests according to government regulations, contract provisions and internal procedures and controls
• Provides outstanding quality customer service by demonstrating and understanding customer needs and emphasizing timely responses
• Maintains current knowledge of contract and product provisions, administration of Nationwide products, processing systems and related federal and state regulations
• Integrates lean methodology into daily interactions through problem-solving meetings and team huddles
• Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other operating units

Preferred Qualifications

• High school studies; Undergraduate studies desirable
• Participation in technical coursework such as LOMA, CLU, ChFC desirable
• FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system
• One to three years of work experience with product-related customer service work experience preferred