Representative, Annuity Solutions Center
Core
Customer service representative for Nationwide's Annuity Solutions, handling inbound calls, resolving issues, and educating customers on annuity products and regulatory requirements.
Role type
Customer service representative (financial services)
Builds
Customer support and account resolution for annuity products
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Customer service, product knowledge (annuities), regulatory compliance (FINRA), verbal communication, problem-solving, documentation
Preferred skills
ChFC, CLU, FINRA Series 6/63 licenses, finance/business degree
Technologies
Office software, call center systems
Responsibilities
Respond to incoming calls from investment professionals and members, interpret product changes and regulatory updates, educate customers on tax implications and benefits, document conversations, resolve escalated issues with internal partners
Seniority
Entry-level to Junior