Sr Analyst, Placement - Life
- Location
- Columbus Metro, OH
- Employment
- Full Time
- Work model
- On-Site
- Level
- Senior
About this role
Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This is a hybrid role based in Columbus, Ohio, requiring on‑site presence at least two days per week. It is our intention to fill this role in Columbus, Ohio. However, on occasion, applications from internal candidates working remotely who bring critical industry skills and relevant experience may be considered. This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program. #LI-KR2 #Nationwidefinancial 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 Sr Analyst, Placement - Life, you’ll serve as the liaison for our internal and external field sales associates, underwriting teams, and Financial Professionals to be part of a team that helps drive increased placement of life insurance sales. You will build trusting, lasting relationships with Financial Professionals by working with them to advance their life insurance applications through the cycle of the life insurance sale.
Job Description
Key Responsibilities: Act as an advocate on behalf of Financial Professionals and Nationwide and serve as a liaison between the two. Build internal relationships to proactively move cases to completion; working with the field and internal teams to determine what is needed to place the case. Coordinate with internal teams to obtain updated illustrations as needed. Build external relationships with Financial Professionals and work directly with them on pending life insurance cases. Understand the division goals and how sales support helps achieves those goals. Assist the division in reaching goals by using reports to move cases forward and partnering with Underwriting. Discuss underwriting offers both with the field and Underwriting. Provide other support as needed while ensuring compliance with regulatory and Nationwide policies, practices and procedures. May perform other responsibilities as assigned. Reporting Relationships: Reports to Leader, Placement Coordinator Typical Skills and Experiences:
Education
Undergraduate degree License/Certification/Designation: Series 6 license may be required within 120 days of hire .
Experience
Five years in life insurance customer service, sales or sales support role preferred. Strong background with underwriting and/or case management processes and terminology. Knowledge, Abilities and Skills: Strong interpersonal skills to build long-term relationships with sales partners, underwriting partners and producers. Critical thinking. Ability to look at the whole picture and solution outside the box. Ability to effectively communicate with others both verbally and in writing. Comfortable and effective on camera during virtual calls. Sales oriented, persuasive and persistent. Have the ability to understand what is needed by the producers while balancing what is needed from Nationwide. Empathetic to the needs of producers when working to gather underwriting requirements. Able to pivot to alternative products or solutions when presented an unforeseen underwriting offer. Solid understanding of the financial industry, sales processes, products, services. Other criteria, including leadership skills, competencies and experiences may take precedence.