Representative – Annuity Solutions Center-Financial Services

Representative – Annuity Solutions Center-Financial Services

Requirements

• High school diploma or equivalent required
• Undergraduate degree in finance, business administration, insurance, economics, communications 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
• One year of experience in customer service, sales related occupations
• Knowledge of various insurance products and the sales process
• Solid understanding of the state and local laws necessary to understand the legal implications of certain product features in different states
• Excellent verbal and written communication skills
• 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

• ChFC, CLU, other industry designations desirable
• FINRA series 6 and/or 26 licenses preferred