Manager, Solutions Center - Financial Services

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 will be hired on a SuccessFlex basis.

The hired associate must reside within 35 miles of the following location(s):

Scottsdale: 18700 Hayden Road Scottsdale AZ, 85255

Grandview: 1000 Yard Street Grandview OH, 43215

Work schedule: 2 days in office, 3 days remote.

This role does not qualify for employer-sponsored work authorization.  Nationwide does not participate in the Stem OPT Extension program.

It is our intention to fill this role in Columbus, Ohio or Scottsdale, Arizona. However, on occasion, applications from internal candidates working remotely who bring critical industry skills and relevant experience may be considered.

Job Description:

We are seeking a dynamic People Leader to oversee and manage our team, vendors, and contractors. This role involves extensive coaching and leadership to representatives who directly handle calls from Retirement Solutions participants.

Key Responsibilities:

• Lead and mentor a team of representatives, providing guidance and support to ensure exceptional service delivery.
• Manage the relationships with the vendors who supply contractors as well as the contractors, ensuring smooth operations and effective collaboration.
• Provide coaching and development opportunities to team members, fostering a culture of continuous improvement.
• Ensure adherence to company policies and procedures, maintaining high standards of performance and accountability.
• Lead the team responsible for the training and onboarding of solutions center representatives

Qualifications:

• Experience in Retirement Solutions or any type of Solutions Center is highly desirable.
• Proven strong leadership skills, with a track record of successfully managing teams.
• Excellent communication and interpersonal skills, with the ability to inspire and motivate others.
• Ability to handle multiple tasks and prioritize effectively in a fast-paced environment.

 

Must obtain SIE within 120 days of hire

Must obtain Series 6, 26 and 63 within 180 days of hire

 

Internal Note: Compensation Grade G2

 

 

 

Job Description Summary

Do you love connecting and building new business relationships? If you have a natural curiosity, are excited about helping people and want to accelerate both your personal and professional growth, we want to know more about you!

As a Manager, you'll support, implement and manage departmental strategies at the operating level. You will develop and implement individual team strategies that support business unit objectives. You’ll lead team activities, addresses crucial or sensitive issues and address improvement opportunities for team.

Job Description

Key Responsibilities:  

• Manages all team activities including assigning and monitoring work, leading team meetings, asset retention efforts, etc.

• Coordinates planning, implementation and communication of day-to-day business and technical needs. Partners with associates to develop individual objectives and development plans and monitors progress. Addresses and manages crucial and escalated service inquiries.

• Demonstrates outstanding leadership and manages performance according to Nationwide standards. Provides coaching, feedback and rewards to team members. Acts as a mentor and provides career development assistance to associates. Identifies and addresses improvement opportunities and implements development plans accordingly. Reviews call effectiveness and manages performance.

• Manages a team that understands different product suites, including current lineup and products no longer sold that still require servicing. 

• Manages case design, business consultations, product updates, training, product rollouts, education and support. Leads team that identifies the question(s) behind the question to proactively offer consultative expertise. 

• Communicates, supports and implements strategies at the operating level. Develops and implements individual team objectives/team strategies that support business unit’s objectives. Initiates the development, implementation and reporting of service standards consistent with departmental goals.

• Represents area and/or department on different strategic committees/projects. Provides recommendations and advice to other areas, regarding business feasibility of proposed strategies, tactical plans and/or modifications to existing practices.

May perform other responsibilities as assigned.

Reporting Relationships:  Reports to Director and leads team of Solutions Center associates. 

Typical Skills and Experiences:  

Education: Undergraduate degree in finance, business administration, insurance, economics or communications preferred.

License/Certification/Designation: SIE, Series 6 and Series 26 required.

Experience: Seven years of experience in customer service and sales including experience in leading/supervising a team of service and/or sales professionals.

Knowledge, Abilities and Skills: In-depth knowledge of products, sales and support techniques, distribution channels, best practices in sales, management and training of sales professionals required. Excellent verbal and written communication skills to connect with customers/producers and lead a team. Supervisory, communications and training skills. Leadership skills to consistently create/contribute to short term and long-term strategies. Knowledgeable about training and motivating associates. 

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 Nationwide Values.

Job Conditions:

Overtime Eligibility: Not Eligible (Exempt)

Working Conditions: Call center environment. Extended periods of time sitting in front of a computer and taking phone calls.

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.

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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.