Financial Service Representative

Solutions Center Representative - Public Sector Retirement

Location: Hybrid at either of the following locations:

• Columbus, OH: 3 Nationwide Plaza
• Scottsdale, AZ: 18700 North Hayden Road

Pay: $19/hr
Expected start date: 10/20/2025, pending completion of interview and new hire onboarding

Schedule:

• Training (first 6 weeks): Monday - Friday 9AM - 5:30PM
• Post-training: 8-hour shift during business hours Monday - Friday 8AM - 11PM ; Occasionally Saturday from 9:00AM - 6:00PM

Position Summary:
As a Solutions Center Representative, you'll deliver exceptional service to members, partners, and financial professionals. You'll understand high-level product/plan requirements in order to best handle inquiries, resolve account concerns, and educate customers on plan benefits, all while building strong relationships.

Key Responsibilities:

• Handle inbound calls from members, partners and financial professionals
• Interpret policy changes and provide expert guidance
• Maintain records and use insights to enhance customer relationships
• Ensure compliance with industry regulations and company policies
• Educate customers on financial implications, penalties, and plan benefits
• Strive for first-call resolution and collaborate with internal teams on escalated cases when needed
• Participate in career development and goal-setting sessions

Qualifications:

• Education: High school diploma or equivalent is required; Recent degree in finance, business, insurance, economics, or communications preferred
• Experience: 1+ year in customer service or sales
• Skills:
  • Knowledge of various insurance products and the sales process
  • Solid understanding of legal implications of certain product features in different states
  • Strong communication and problem-solving abilities
  • Computer proficiency

Upon acceptance of offer, candidates will be required to submit to a 10-year criminal background check, urinalysis drug screen, and soft credit screen.
#TMCS