Sr Analyst, Internal Sales and Service


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 Senior Analyst, you’ll provide outstanding sales and service support to financial advisors, agents and customers. You will analyze and resolve complex and advanced topics or inquires that require a more in-depth product and regulatory knowledge.

Job Description
Key Responsibilities:

  • Receives and responds to incoming calls and emails from financial professionals. Answers questions on multiple financial topics ranging from taxes, withdrawals, benefits, product features, costs, loans, premiums, payment schedules, etc.
  • Answers service and sales inquiries across multiple distribution channels. Demonstrates high level of proficiency in sales, licensing, income products and trades, and is primarily utilized to answer these types of calls.
  • Understands the different product suites, including current line-up and products no longer sold that still require servicing. Responsible for interpreting and applying all changes and improvements to new and old products, based on daily change communications. Cross-sells unfamiliar product line to support strategy of all lines meeting goal.
  • Assists with case design, business consultations, product updates, training, product rollouts, education and support. Identifies the “question behind the question” to proactively offer consultative expertise.
  • Maintains records of all conversations and documentation to support our strategy of knowing our member better than anyone and use the information to deepen relationships. Follows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, Nationwide polices, firms, and state and local laws.
  • Acts as a backup for our Top 50/200 CIRCLE advisors.
  • Provides advanced level of sales consultation and solutions to financial professionals. Uncovers sales opportunities by turning service inquiries into sales leads and/or to support other products by providing a sales lead. Analyzes and educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation, and/or benefits relevant to the contract.
  • Takes on more complex issues and uses appropriate resources for resolution. Uses a team of specialists model and internal partners to resolve escalated issues. Acts as a subject matter authority/resource for other associates when team lead is not available. Understands the market and competitors to provide the desired outcome.
  • Demonstrates proficiency with multiple technology systems and programs to provide an outstanding experience for our customers and financial professionals. Easily navigates within Nationwide to provides accurate data and information to our financial advisors and customer base. Embraces social media and utilizes virtual technology to improve customer/advisor experience.

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