Great-West Financial Empower Retirement

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Retirement Plan Advisor - Help Employees Plan & Save for Retirement!

Retirement Plan Advisor - Help Employees Plan & Save for Retirement!

Job ID 
# Positions 
US-WI-Eau Claire
US-WI-La Crosse
Posted Date 
Customer Service

More information about this job

Position Highlights

Be Bold Be Brilliant


Would you like to be a part of one of America's leading financial services firms? Great-West Financial is the nation’s second largest insurer in sales of individual life insurance through banks. We also offer annuity and executive benefits products. Under Empower Retirement, we provide employer sponsored retirement plans as the nation’s second largest retirement plan provider.


Our over 5,000 associates across 40 locations across the country provide world class service to:


30,000+ employer sponsored retirement plans

8 million+ employees participating in their employer-sponsored retirement plan

467,700+ individual life insurance and annuity accounts

$460 billion+ total assets under administration




Are you interested in helping individuals plan for their future and save for retirement? Do you feel that people would save more for retirement if they only understood how their retirement plan and investments worked? Do you want to work for a financial services company you can be proud of?

This is an opportunity to join Empower Retirement, a leading provider of group retirement services with more than a century of providing financial security to people across America, as a Retirement Plan Advisor. We provide you, as a salaried employee, with the training, equipment, career growth and support – you bring the professionalism and passion for educating about retirement planning.


This position will service employees in the Western part of Wisconsin

Primary Responsibilities

  • Execute on a territory growth strategy that identifies new business opportunities for maximizing defined contribution plan (457(b)) participation, assets and savings rates as well as improving the participant’s overall diversification and wealth accumulation and distribution strategy.
  • Driven to not only meet, but exceed all organizational goals and objectives.
  • When appropriate and in the plan participant’s best interest, maximize the use of Empower products and services. Including but not limited to Managed Accounts through Empower Advisory Services, offered by Advised Assets Group (AAG).
  • Use Empower processes and technological resources to deliver high-level retirement counseling that is focused on the participant taking action to replace their monthly income in retirement.
  • Build strong relationships with territory key-contacts, plan sponsor representatives and internal stakeholders.
  • Partner with and support your manager and team to identify and execute upon a strategy resulting in the success of your immediate and regional team as well as the organization as a whole.
  • Demonstrate leadership by creating an environment of accountability, support and feedback that treats the success of each team member as equal in importance as your own.
  • Successfully exceed all additional expectations defined by the plan sponsor as requested or outlined in an annual strategic performance plan.
  • Be knowledgable on all plans covered - territory covers western Wisconsin


  • Bachelor's degree preferred
  • Minimum 2 years related experience
  • Must obtain FINRA Series 6, FINRA Series 63 and FINRA Series 65 & other industry specific registrations/licenses required within 120 days of hire date. Current registrations strongly preferred.
  • Proficient in MS Word, Excel, PowerPoint
  • Ability to calculate figures and amounts such as discounts, interest, commission, proportions, percentages and fractions.
  • Experienced and comfortable with public speaking.
  • Good working knowledge of the firm's products, the defined contribution business and ERISA preferred but not required.

Working Conditions/Physical Requirements: Remote work. Great-West Financial will provide mileage reimbursement.

Disclaimer: The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of responsibilities, duties and skills.

About Great-West Financial

At Great-West Financial® and Empower Retirement, our more than 4,600 associates are dedicated to helping customers secure their financial futures. We offer a range of retirement savings products, life insurance, annuities and investment services from offices across the country. If you’re interested in joining a company that enjoys a record of strong performance and is rich in history yet innovative, bold and transformative, then our organization is an outstanding place for you to grow and succeed. We’re an equal opportunity employer dedicated to workforce diversity. We’re also committed to providing a drug-free workplace.

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