Financial Services Analyst - Annuity Disbursements

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.

About the Role

The Financial Services Analyst within Annuity Disbursements is responsible for reviewing, validating, and processing financial service transactions in a highly regulated environment. Associates receive transaction requests through multiple channels, including imaging systems, email, fax, and internal business partners. This role requires strong attention to detail, sound judgment, and the ability to accurately review documentation, verify information, ensure forms are in good order, and process transactions within established service-level requirements.

What Success Looks Like

Successful candidates are detail-oriented, accountable, and comfortable working in a fast-paced, deadline-driven environment. They demonstrate strong communication skills, learn systems quickly, maintain accuracy, and proactively seek assistance when needed.

Team Environment

This is a collaborative, high-volume processing team that supports critical financial transactions. Team members work closely together to meet daily service commitments.

Training

Training begins the week of August 17, 2026, for two weeks followed by ongoing coaching and on-the-job development.

Work Location / Schedule

• Hybrid work arrangement
• Two (2) days per week in the office
• Wednesday is the required in-office anchor day
• Second in-office day is flexible (Tuesday or Thursday)

Standard Hours

• Monday–Friday
• 10:00 AM – 6:30 PM

Overtime / Flexibility Expectations

Due to SEC-related service level agreements and same-day processing requirements, associates may be required to work beyond their scheduled hours during peak business periods. Candidates should be comfortable working in a deadline-driven environment and demonstrate flexibility when additional hours are needed to meet business commitments.

Career Growth Opportunity

These positions are part of a pilot program designed to build a talent pipeline within post-issue operations. Associates may have opportunities for future movement into other post-issue teams based on business needs and performance.

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 an Analyst, you'll provide prompt, efficient service for assigned product and/or service center internal and external customers. You will coordinate communication between contract holders, producers and internal Nationwide departments. We’ll count on you to review forms and files submitted by members or partners to ensure accurate entry into record keeping systems.

Job Description

Key Responsibilities:

• Prepares all materials to propose, sell and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications and client administrative guide, census and plan information.
• Interprets plan provisions, product rules and guidelines to process requests in accordance with Plan and Legal requirements.
• Provides extraordinary care to our customers through workflow management and meeting all required service level agreements. Proactively seeks out opportunities to improve processes and the members experience through use of lean methodology.
• Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
• Researches, reviews and analyzes errors and determines best course of action for a workable solution. Takes ownership of identifying and evaluating problems and analyzing customer inquiries to determine appropriate action.
• Conducts follow up calls to service issues and questions, de-escalating complex customer requests and providing outstanding care during resolution. Includes understanding topics that require insurance or securities license and registration and when and how to route those inquiries to the properly-registered representative.
• Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases and contract cash-outs. Requests additional information when necessary.
• Compiles management information such as contract and sold case activity as needed by internal management.
• Communicates with customers, sales force, other departments, regional and/or field offices and other industry companies on topics that do not require insurance or securities licensing and registration. Col…