Financial Services Representative Jobs in Ohio
Financial Services Representative jobs in Ohio are in strong demand, concentrated in banking, insurance, wealth management, and retirement services across a market that ranks among the Midwest's most active. Columbus, Cleveland, and Cincinnati are the primary hiring centers, home to major employers like Nationwide, KeyBank, and Fifth Third Bank. The most sought-after specialties include retirement plan services, insurance-linked financial advising, and commercial banking support. Find a role that fits below and apply directly.
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The Financial Services Representative Processing Money Out NIGO processes retirement distribution transactions, ensuring requests are completed accurately, efficiently, and in compliance with plan and regulatory requirements.
Key Responsibilities:
- Review, validate, and process retirement distribution requests, including lump sum payments, rollovers, systematic distributions, RMDs, and external transfers.
- Utilize multiple systems to manage transactional workflows, enter and track information, and maintain accurate records.
- Communicate with participants and plan sponsors to resolve issues, obtain required documentation, and meet established quality and productivity standards.
The preferred candidate must reside within a 35-mile radius of the following locations:
- Three Nationwide Plaza, Columbus OH 43215
- 18700 North Hayden Rd, Scottsdale AZ 85255
Hybrid work schedule:
For candidates in Columbus OH
- Work schedule will fall between the business unit hours of 8:30 AM – 8 PM EST and may require flexibility.
- Required in office day is Wednesday and second in office day will be Tuesday or Thursday
For candidates in Scottsdale, AZ
- Work schedule will fall between business unit ours of 8:30 AM – 8 PM EST and may require flexibility.
- Required in office days are Thursday and Friday.
This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program.
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 Representative, you'll provide timely, efficient service for an assigned product and/or service center internal and external customer. You will ensure that we are providing extraordinary care to our customers through workflow management and meeting all required service level agreements.
Job Description
Key Responsibilities:
Processes business requests according to government regulations, contract provisions and internal procedures and controls. Adheres to high standards of professional conduct consistent with the delivery of excellent customer service.
Provides outstanding quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
Maintains current knowledge of contract and product provisions, administration of Nationwide products, processing systems and related federal and state regulations.
Integrates lean methodology into daily interactions through problem-solving meetings and team huddles.
Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other operating units. Includes understanding topics that require insurance or securities license and registration and understands when and how to route those inquiries to the properly registered representative.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Operations Division Manager or Service Team Unit Manager.
Typical Skills and Experiences:
Education: High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.
License/Certification/Designation: FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system.
Experience: One to three years of work experience with product-related customer service work experience preferred.
Knowledge, Abilities and Skills: General knowledge of office practices, customer service, information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred. Effective verbal and written communications skills to effectively communicate with others. Basic analytical and problem resolution skills. Proven ability to research, analyze and solve problems, leveraging existing processes and procedures. Ability to understand, anticipate and proactively act on customer needs. Proven decision-making skills necessary for customer contacts. Effective team-building and collaboration 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 the Nationwide Values.
Job Conditions:
Overtime Eligibility: Non Exempt (Eligible)
Working Conditions: Normal office environment.
Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails to acquire required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position. NOTE: A credit check may be required if a license is required for this position.
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.
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.
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 Representative : $46,345.00-$75,500.00 The expected starting salary range for Financial Services Representative : $46,345.00 - $60,800.00- Job Category Customer Service
- Position Type Full Time
- Posted 2026-09-17T07:07:21.759228+00:00
- Location(s)
- Ohio - Columbus, Three Nationwide Plaza
- Arizona - Scottsdale, 18700 North Hayden Road
- Line of Business
- Entity
- Recruiter
- Hiring Manager
- Experience Level
- Req ID 100353
The Financial Services Representative Processing Money Out NIGO processes retirement distribution transactions, ensuring requests are completed accurately, efficiently, and in compliance with plan and regulatory requirements.
Key Responsibilities:
- Review, validate, and process retirement distribution requests, including lump sum payments, rollovers, systematic distributions, RMDs, and external transfers.
- Utilize multiple systems to manage transactional workflows, enter and track information, and maintain accurate records.
- Communicate with participants and plan sponsors to resolve issues, obtain required documentation, and meet established quality and productivity standards.
The preferred candidate must reside within a 35-mile radius of the following locations:
- Three Nationwide Plaza, Columbus OH 43215
- 18700 North Hayden Rd, Scottsdale AZ 85255
Hybrid work schedule:
For candidates in Columbus OH
- Work schedule will fall between the business unit hours of 8:30 AM – 8 PM EST and may require flexibility.
- Required in office day is Wednesday and second in office day will be Tuesday or Thursday
For candidates in Scottsdale, AZ
- Work schedule will fall between business unit ours of 8:30 AM – 8 PM EST and may require flexibility.
- Required in office days are Thursday and Friday.
This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program.
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 Representative, you'll provide timely, efficient service for an assigned product and/or service center internal and external customer. You will ensure that we are providing extraordinary care to our customers through workflow management and meeting all required service level agreements.
Job Description
Key Responsibilities:
Processes business requests according to government regulations, contract provisions and internal procedures and controls. Adheres to high standards of professional conduct consistent with the delivery of excellent customer service.
Provides outstanding quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
Maintains current knowledge of contract and product provisions, administration of Nationwide products, processing systems and related federal and state regulations.
Integrates lean methodology into daily interactions through problem-solving meetings and team huddles.
Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other operating units. Includes understanding topics that require insurance or securities license and registration and understands when and how to route those inquiries to the properly registered representative.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Operations Division Manager or Service Team Unit Manager.
Typical Skills and Experiences:
Education: High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.
License/Certification/Designation: FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system.
Experience: One to three years of work experience with product-related customer service work experience preferred.
Knowledge, Abilities and Skills: General knowledge of office practices, customer service, information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred. Effective verbal and written communications skills to effectively communicate with others. Basic analytical and problem resolution skills. Proven ability to research, analyze and solve problems, leveraging existing processes and procedures. Ability to understand, anticipate and proactively act on customer needs. Proven decision-making skills necessary for customer contacts. Effective team-building and collaboration 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 the Nationwide Values.
Job Conditions:
Overtime Eligibility: Non Exempt (Eligible)
Working Conditions: Normal office environment.
Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails to acquire required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position. NOTE: A credit check may be required if a license is required for this position.
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.
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.
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 Representative : $46,345.00-$75,500.00 The expected starting salary range for Financial Services Representative : $46,345.00 - $60,800.00- Job Category Customer Service
- Position Type Full Time
- Posted 2026-09-17T07:07:21.759228+00:00
- Location(s)
- Ohio - Columbus, Three Nationwide Plaza
- Arizona - Scottsdale, 18700 North Hayden Road
- Line of Business
- Entity
- Recruiter
- Hiring Manager
- Experience Level
- Req ID 100353
See All 9 Financial Services Representative Jobs in Ohio
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Find JobsFinancial Services Representative Jobs by City in Ohio
Where Ohio roles are concentrated, by current openings.
Financial Services Representative Job Market in Ohio
A snapshot from current Ohio openings, updated as new roles post.
Who's Hiring
What Ohio Employers Look For
The qualifications that appear most often in financial services representative jobs across Ohio.
- Active Ohio insurance license or FINRA Series 6 or 7 registration required
- Bachelor's degree in finance, business, economics, or a related field preferred
- Proven ability to meet sales goals and grow a client portfolio
- Strong knowledge of financial products including annuities, mutual funds, and life insurance
- Excellent written and verbal communication skills for client-facing interactions
- Proficiency with CRM software and standard financial services platforms
Financial Services Representative Jobs in Ohio: Frequently Asked Questions
How do you become a financial services representative in Ohio?
Most financial services representative roles in Ohio require passing FINRA licensing exams, most commonly the Series 6 or Series 7, and registering with a FINRA-member firm before you can sell securities. Roles that involve insurance products additionally require an Ohio insurance producer license issued by the Ohio Department of Insurance. A bachelor's degree in finance, business, or a related field is the standard educational foundation most Ohio employers expect.
Which companies hire financial services representatives in Ohio?
Ohio financial services representative roles are posted by State Farm, Nationwide Mutual Insurance Company, and CENTERS FOR DIALYSIS CARE and others right now, based on current listings on Migrate Mate as of September 2026. Ohio's strong concentration of insurance headquarters and regional bank branches means consistent openings at both large national firms and well-established local institutions.
Which Ohio cities have the most financial services representative jobs?
Mason, Elyria, and Sidney lead Ohio for financial services representative openings. Columbus drives the highest volume as the state capital and home to Nationwide's headquarters alongside a dense cluster of regional banks, while Cleveland and Cincinnati contribute heavily through their established banking corridors, insurance offices, and wealth management firms serving large metropolitan populations.
Are there remote financial services representative jobs in Ohio?
Yes, and they're more common than in many comparable roles, since much of the work involves phone-based client outreach, digital account management, and virtual advising. About 100% of financial services representative openings tied to Ohio are remote or hybrid as of September 2026, reflecting how broadly this function has shifted to digital channels. Inside sales, customer service, and retirement plan enrollment roles tend to offer the most remote flexibility.
How can I get hired as a financial services representative in Ohio with little or no experience?
The most realistic entry path is a salaried financial services associate or customer service role at a large Ohio bank or insurance company, where you receive on-the-job training and employer-sponsored support to obtain your Series 6 or Ohio insurance producer license. Employers like Nationwide and Fifth Third Bank run structured onboarding programs that bring in candidates without prior financial services experience. Teller, call center, and retail banking roles at Ohio credit unions and community banks are strong lateral starting points that hiring managers recognize as relevant preparation.
Where can I find and apply to financial services representative jobs in Ohio?
You can find and apply to financial services representative jobs in Ohio on Migrate Mate, which lists current Ohio openings across the state's major hiring markets. Find a role that fits and apply directly to the employer.
See All 9 Financial Services Representative Jobs in Ohio
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