Financial Services Analyst, Financial Services - Sales Assistant

Sales Assistant

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide, "on your side" goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care.

This position is responsible for handling basic to complex telephone / email / chat / fax inquiries from internal and external customers in an efficient, professional, and accurate manner. Provides customers with product knowledge and resolves customers concerns. Utilize functional expertise and knowledge of the business to support, develop and lead new initiatives, and maximize growth and profitability of the business.

Key Responsibilities :

• Provides support for customers by handling inquiries via calls / emails / chats, and demonstrates knowledge, understanding and experience to handle volume of internal and or external customer inquiries may include escalations
• Resolves complex questions / concerns and refer other inquiries to appropriate areas as needed
• Project Management : To initiate, execute, communicate and document projects as needed
• May act as a liaison to other departments where follow-up will be required to meet customers needs
• Assists in identifying process improvement opportunities
• Engages, inspires, educates and mentors, new hires and incumbents
• Collaborates with other areas to identify, analyze, and improve processes
• Inputs and tracks into the appropriate databases

Supervisory Responsibilities :

This job does not have supervisory duties.

Education and Experience :

Certificates, Licenses, Registrations :

Functional Skills :

This is a hybrid role where candidates are required to into the Boise Regional office twice a week.

Job Description Summary

Do you love connecting and building new business relationships? If you have a natural curiosity, are passionate about helping people and want to accelerate both your personal and professional growth, we want to know more about you! As an Analyst, you'll provide prompt, efficient service for assigned product and / or service center internal and external customers. You will coordinate communication between contract holders, producers and internal Nationwide departments. We'll count on you to review forms and files submitted by members or partners to ensure accurate entry into record keeping systems.

Key Responsibilities :

May perform other responsibilities as assigned.

Reporting Relationships : Reports to Operations Division Manager or Unit Manager.

Typical Skills and Experiences :

Other criteria, including leadership skills, competencies and experiences may take precedence.

Staffing exceptions to the above must be approved by the hiring manager's leader and Human Resources Business Partner.

Values : Regularly and consistently demonstrates the Nationwide Values.

Job Conditions :

Associates must acquire the required federal and / or state licenses / registrations within the time period designated by the business unit. Additional licenses / registrations may be required when new products and services are implemented. If an associate fails to acquire the required licenses / registrations within the designated time period, the associate will be ineligible to continue in the position. NOTE : A credit check may be required if a license is required for this position.

The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.

We have an array of benefits to fit your needs, including : medical / dental / vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more.

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.

NOTE TO EMPLOYMENT AGENCIES : We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to