Consultant, Product – Financial Services (Annuity Experience Consultant)

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.

Annuity Experience Consultant

The Annuity Experience Team seeks to define the goal state experiences across our partner and member lifecycle by understanding their needs & expectations when working with Nationwide. We translate that into a vision and roadmap for the future, drive planning activities, sponsor execution, drive desired benefits and measure progress towards the goal state.

Are you passionate about customer experience and improving the partner and member experience for our Annuity business? This role will help enable the goal state experiences for our partners and members by doing the following…

• Creating and executing a benefits realization plan that defines, tracks, and executes on promised benefits from previous initiatives
• Creating and maintaining an Experience Scorecard that measures key activities and benefits for our partners and members
• Supporting the creation and maintenance of the vision and roadmaps across the partner and member lifecycle
• Creating and maintaining a holistic view of initiatives that significantly impact the Annuity Experience for partners and members
• Researching and documenting competitor current state experiences, best practices, and recommendations
• Supporting the planning and execution of various initiatives to improve the partner and member experience
• Researching various industry rating agency results and identifying actions to improve the experience (Market Metrics, JD Power, CEM, DALBAR)
• Creating and publishing various progress reports that cross the partner and member experiences
• Facilitate working sessions to identify current and future state experiences for partners and members

Desired skillsets include…

• Annuity product, operations, distribution, and/or relationship management experience
• Customer experience research, planning, execution, measurement
• Analyzing data, synthesizing research & developing insights

This role requires a hybrid work schedule with at least 2 – 3 days per week onsite.

Compensation Grade: G4

Job Description Summary

Our work is essential to helping Nationwide build future capabilities to serve customer needs. Keeping existing products relevant and marketable and building new products takes research, critical thinking, practicality, and collaboration. If you enjoy gathering input and information, working independently and on a team and creating innovative solutions for customers, we want to know more about you!

As a Consultant, you’ll lead the initiation, development, and maintenance of products with respect to design, profitability, and growth. We’ll count on you to collect information and make recommendations regarding overall corporate objectives, field operations and staff services.

Job Description

Key Responsibilities:

• Serves as a technical professional in the analysis of pricing and design features, product, and profitability.
• Actively finds opportunities for improvement and makes solution recommendations. 
• Provides support and guidance related to product design and management.
• Provides high level, strategic input on key initiatives addressing product strategy and profitability objectives.
• Participates and may lead new business development and implementation projects.
• Works with Product Directors to predict needs and issues. Acts as a resource to Product Directors. Reacts appropriately to market conditions.
• Identifies and evaluates business opportunities. Partners with leadership to provide a regular assessment of financial results and recommendations to increase future profitability. 
• Investigates and assists in development of new tools and technology to improve product performance.
• Reviews and analyzes highly technical and sophisticated market information on benchmark competitors. Identifies options to keep products market-competitive.

May perform other responsibilities as assigned.

Reporting Relationships: Reports to Director or Officer

Typical Skills and Experiences:

Education: Undergraduate degree in finance, economics, marketing, or related field preferred. Graduate degree desired. 

License/Certification/Designation: Industry designations (e.g., CPCU, ARM, CLU, FLMI, ChFC, CFP, NASD, etc.) preferred. 

Experience: Typically, eight years of relevant experience in a related industry.

Knowledge, Abilities and Skills: Demonstrated strategic decision making. Proficiency in the use of analytic tools, plans pricing and products. Ability to drive for results, navigate ambiguity and to understand strategic objectives. Ability to lead high profile projects. Ability to creatively present ideas in written form and through presentations. Effective verbal and written communication skills. 

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 Nationwide Values.

Job Conditions:

Overtime Eligibility: Not Eligible (Exempt)

Working Conditions: Normal office environment. May require moderate to frequent travel.

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.

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.

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