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Nationwide

Sells insurance, annuities and retirement plans

Supervisor - Solutions Center, Financial Services

Customer SupportPosted on Nov 11
Full-time

About the Job

Requirements

  • Six years of experience in customer service and sales, including experience leading or supervising a team of service and/or sales professionals.
  • In-depth knowledge of products, sales and support techniques, distribution channels, sales best practices, and the management and training of sales professionals.
  • Excellent verbal and written communication skills to connect with customers and producers and supervise a team.
  • Supervisory, communications, and training skills.
  • A Series 6 license is highly preferred at application; the candidate must obtain Series 6 within 120 days of hire and Series 26 and Series 63 licenses within 180 days of hire.
  • An undergraduate degree in finance, business administration, insurance, economics, or communications is preferred.
  • SIE, Series 6, and Series 26 may be required depending on the assigned business unit.

Responsibilities

  • Supervise team activities, including assigning and monitoring work, handling associate matters, holding team and one-on-one meetings, and supporting asset-retention efforts; collaborate with associates to establish individual objectives and development plans, monitor progress, and oversee escalated inquiries from multiple distribution channels.
  • Manage performance according to company standards, provide mentorship, feedback, and rewards, support associate career development, identify improvement opportunities, implement development plans, and review call effectiveness.
  • Lead case design, business consultations, product updates, training, product rollouts, education, and support; identify associates’ underlying questions and provide consultative expertise.
  • Resolve complex issues using appropriate resources and serve as a subject-matter authority for associates when a team lead is unavailable; understand the market and competitors to support desired outcomes.
  • Develop a team proficient in multiple technology systems and programs; encourage use of social media and virtual technology to enhance customer and advisor experiences.
  • Communicate, support, and implement business-unit and product strategies at the operating level.
  • Provide input to budget development and manage expenses.
  • Partner with the training area to analyze training opportunities, recommend training needs, and deliver training when necessary.
  • Represent the area or department on committees and projects.
  • Perform other responsibilities as assigned.

About the Company

Nationwide

Sells insurance, annuities and retirement plans

Nationwide is an insurance and financial services group serving individuals, families and businesses across the United States. Its property and casualty arm covers cars, homes and commercial risks, earning premiums and paying claims. Its Nationwide Financial arm sells annuities, life insurance and retirement plans, earning fees and investment spreads on the savings it manages. Investment returns on the premiums and assets it holds add to its underwriting results across both businesses. The company began in 1926 as Farm Bureau Mutual Automobile Insurance Company, formed by Ohio farmers seeking fairer auto rates, and is headquartered in Columbus, Ohio.

Company size
10,001+
Company stage
Not listed
Total funding
$1.4B
Headquarters
Columbus, OH
Founded
1926

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