Nationwide Financial
As a Representative at Nationwide Financial, you will provide extraordinary care to members, partners, and investment professionals by resolving account inquiries and interpreting regulatory requirements. The role involves analyzing problems to determine proper courses of action, educating customers on tax implications and benefits, and maintaining detailed records of conversations. You will work within a call center environment, utilizing lean methodology to drive deeper relationships and achieve first-time resolutions.
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.
33% above the average for this role
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