Annuity Experience Consultant

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.

Annuity Experience Consultant (G4)

The Annuity Experience Team seeks to define the goal state experiences across our partner and member lifecycle by understanding their needs & expectations when working with Nationwide. We translate that into a vision and roadmap for the future, drive planning activities, sponsor execution, drive desired benefits and measure progress towards the goal state.

This specific role will initially focus on supporting the post-issue experience for partners and members (but may evolve beyond over time). Key responsibilities include:

• Partnering with the Post-issue Experience Owner to define the future state experience and plan for near-term outcomes and initiatives.
• Guiding various initiatives through implementation to ensure they stay aligned with the overall experience plan
• Consulting with project teams across the Annuity and Shared portfolios to ensure that we deliver an optimal experience for partners and members
• Researching competitor experiences and best practices and developing recommendations
• Researching current state experience of our partners and members across channels and product types and developing recommendations
• Representing the Annuity Experience Team on various committees to help better inform our post-issue experience.

This role will work across all areas of the Annuity and Shared organizations and offer opportunities to grow your network and broaden your skillset. Ideal candidates will excel at:  

• Customer experience research, planning, execution and measurement
• Analyzing and synthesizing data to develop insights and propose recommendations to improve the partner and member experience
• Communication and collaboration across the organization

This role requires working a hybrid in-office schedule out of our Columbus, OH location that is currently 3 days per week in the office.

This is a G4 band role.

#LI-COLE

Job Description Summary

Our work is essential to helping Nationwide build future capabilities to serve customer needs. Keeping existing products relevant and marketable and building new products takes research, critical thinking, practicality, and collaboration. If you enjoy gathering input and information, working independently and on a team and creating innovative solutions for customers, we want to know more about you!

As a Consultant, you'll lead the initiation, development, and maintenance of products with respect to design, profitability, and growth. We'll count on you to collect information and make recommendations regarding overall corporate objectives, field operations and staff services.

Job Description

Key Responsibilities:

• Serves as a technical professional in the analysis of pricing and design features, product, and profitability.

• Actively finds opportunities for improvement and makes solution recommendations. 

• Provides support and guidance related to product design and management.

• Provides high level, strategic input on key initiatives addressing product strategy and profitability objectives.

• Participates and may lead new business development and implementation projects.

• Works with Product Directors to predict needs and issues. Acts as a resource to Product Directors. Reacts appropriately to market conditions.

• Identifies and evaluates business opportunities. Partners with leadership to provide a regular assessment of financial results and recommendations to increase future profitability. 

• Investigates and assists in development of new tools and technology to improve product performance.

• Reviews and analyzes highly technical and sophisticated market information on benchmark competitors. Identifies options to keep products market-competitive.

May perform other responsibilities as assigned.

Reporting Relationships: Reports to Director or Officer

Typical Skills and Experiences:

Education: Undergraduate degree in finance, economics, marketing, or related field preferred. Graduate degree desired.  

License/Certification/Designation: Industry designations (e.g., CPCU, ARM, CLU, FLMI, ChFC, CFP, NASD, etc.) preferred. 

Experience: Typically, eight years of relevant experience in a related industry.

Knowledge, Abilities and Skills: Demonstrated strategic decision making. Proficiency in the use of analytic tools, plans pricing and products. Ability to drive for results, navigate ambiguity and to understand strategic objectives. Ability to lead high profile projects. Ability to creatively present ideas in written form and through presentations. Effective verbal and written communication skills. 

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 HR Business Partner.
 

Values: Regularly and consistently demonstrates Nationwide Values.

Job Conditions:

Overtime Eligibility: Not Eligible (Exempt)

Working Conditions: Normal office environment. May require moderate to frequent travel.

ADA: 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.

Benefits

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. To learn more about the benefits we offer, click here.

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 any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.