Nationwide Financial
As a Representative at Nationwide Financial, you will provide extraordinary care to members, partners, and investment professionals by analyzing account inquiries and resolving general plan fee questions. This role involves interpreting regulatory requirements, educating customers on tax implications and benefits, and maintaining detailed documentation of conversations to drive deeper relationships. You will work within a call center environment, utilizing lean methodology to solve problems and collaborate with internal partners to ensure first-time resolution.
We help financial professionals break down & simplify retirement challenges with strategies, tools, & products like annuities, mutual funds, life insurance & retirement plans.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Nationwide Financial.
20% above the average for this role
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