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.
We’re looking for a detail‑oriented, analytically minded professional with experience in life insurance products who enjoys helping members understand how their coverage supports their financial goals. In this role, you’ll work directly with financial professionals and policyholders to walk them through how different actions — such as taking withdrawals, stopping premium payments, or making other policy changes — impact their benefits and long‑term policy performance.
This position is a great fit for someone who enjoys problem‑solving, translating complex information into clear explanations, and building trust with the customer through knowledgeable guidance.
What you’ll do:
- Analyze life insurance policies and model various scenarios for members, helping them understand how changes affect policy values, premiums, and long‑term outcomes.
- Use life insurance illustration tools to produce accurate, easy‑to‑explain projections.
- Collaborate with internal teams to ensure members receive timely, accurate, and personalized support.
Preferred experience (a strong plus):
- Experience with Life Illustrator or Calc Focus for life insurance modeling.
- Familiarity with Power BI apps to implement automation where possible.
- Experience working within OIPA, ALS, or Provident administration systems.
- A natural ability to simplify complex policy details into conversations that empower the customer to make informed decisions.
Why candidates love this role:
- It’s a meaningful, customer‑focused position where your expertise directly helps individuals make confident financial decisions.
- You’ll work with advanced insurance illustration and admin systems, deepening your knowledge of life insurance operations.
- It’s ideal for someone who enjoys blending analytical skills with consultative communication.
This position is located on the life side of the business and does not require any FINRA licenses.
This is a hybrid role based out of the Columbus, OH office. We would prefer to fill the role in Columbus, OH but current remote associates will also be considered.
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Job Description Summary
Do you love connecting and building new business relationships? If you have a natural curiosity, are passionate about helping people and want to accelerate both your personal and professional growth, we want to know more about you!
As a Financial Services Specialist, you'll provide prompt, efficient service for assigned product and/or service center internal and external customers. You will take a lead role in the overall administration for financial products according to the terms of the plan, contract and administrative services agreement. You'll perform specialized analytical processing for policies/contracts.
Job Description
Key Responsibilities:
Assists in analyzing and resolving difficult problems, detailed cases and customer service requests.
Reviews documentation, analyzes and interprets processing errors and net financial effect to the company, formulates resolution for handling processing errors and implements necessary changes.
Oversees the handling of unusual cases requiring knowledge of specialized, complex subject matters to company policy, practices and procedures to the appropriate section managers.
Monitors the team's incoming work activity via daily tracking, researching all accounts exceeding contract requirements and reports the status of those cases according to established escalation procedures.
Assists in developing guidelines and controls for all procedural changes, products and service charges and various system modifications for policy/account contracts.
Monitors the monthly team statistics regarding processing and production.
Recommends procedural changes to management.
May perform other responsibilities as requested.
Reporting Relationship: Reports to Operations Division Manager I or II or Service Team Unit Manager.
Typical Skills and Experiences:
Education: High school studies; undergraduate studies desirable.
License/Certification/Designation: Participation in technical coursework such as LOMA, CLU, ChFC desirable. FINRA series 6 and/or 26 license(s) preferred and may be required based on assigned product/line-of-business or distribution system.
Experience: Four to six years of experience in such areas as insurance, investments or financial services. Work experience with undergraduate studies preferred.
Knowledge, Abilities and Skills: Knowledge of information systems and insurance/financial services industry practices preferred. Basic mathematics, familiarity with office filing systems and record keeping procedures and problem-solving techniques. Basic knowledge of contract law and tax ramifications. Strong interpersonal skills. Proven ability to analyze workflows, procedures, ledger accounts, administrative needs such as systems and physical resources to set work priorities that conform with established standards. Analytical skill necessary to evaluate and recommend solutions to procedural work situations. Act as subject matter authority to other employees in all aspects of policy/account contracts.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by the hiring manager’s leader and HR Business Partner.
Values: Regularly and consistently demonstrates the Nationwide Values.
Job Conditions:
Overtime Eligibility: Exempt (Not eligible)
Working Conditions: Normal office environment; extended and/or non-standard work hours as needed.
ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.
We currently anticipate accepting applications until 02/04/2026. However, we encourage early submissions, as the posting may close sooner if a strong candidate slate is identified before the deadline.
Benefits
We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here.
Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.
This position could be filled within any of the lower 48 U.S. states.Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at 888-944-2247.
For NY residents please review the following state law information: Notice of Employee Rights, Protections, and Obligations LS740 (ny.gov) https://dol.ny.gov/system/files/documents/2022/02/ls740_1.pdf
NOTE TO EMPLOYMENT AGENCIES:
We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.
Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule.The national salary range for Financial Services Analyst - Financial Services : $46,345.00-$80,700.00The expected starting salary range for Financial Services Analyst - Financial Services : $46,345.00 - $65,100.00
