Great-West Financial Empower Retirement

Retirement Education Counselor

US-NC-Charlotte
4 months ago
Job ID
14504
# Positions
1
Category
Sales

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

 

This position is responsible for direct contact with employees of public and non-profit organizations including state and local governments, hospitals, charitable institutions, as well as public schools and universities. The primary focus is the marketing, education,communication, distribution, and servicing of retirement plan investment options through group presentations, one-on-one counseling and other marketing avenues. This position will also assist the management team in effectively establishing and maintaining relationships with key stakeholders within the cases assigned.

 

 

Primary Responsibilities

  • Assists in developing the communication and education strategy for assigned plan(s).
  • Assists in maintaining & retaining existing client relationships.
  • Facilitates communication and education strategy by conducting group meetings and one-on-one employee/participant sessions
  • Providing consultative expertise to employees to increase enrollment and per participant revenue and retain participants. Typically handles moderately complex problems or inquiries.
  • Completes and submits client related forms during employee contact sessions in accordance with policies and procedures
  • Keeping track of participant information and entering appropriate participant information into proprietary systems (meeting tracker, etc)
  • Providing feedback to field mgmt about what is working or not working in plan and assisting in identifying performance
  • improvement opportunities for the plan performance
  • Other duties as assigned

Qualifications

  • Bachelor's degree preferred
  • Minimum 2 years related experience
  • Must obtain FINRA Series 6, 63, & 65 licenses required within GWRS established timelines.
  • Proficient in MS Word, Excel, PowerPoint
  • Ability to calculate figures and amounts such as discounts, interest,commission, proportions, percentages and fractions
  • Good working knowledge of the firm's products, the DC business and ERISA
  • Experienced plan administrator.

 

Working Conditions/Physical Requirements:  Normal Office Working Conditions when located in GWRS Field office

 

May be required to work from home when no local GWRS office is convenient Will travel majority of the time using personal vehicle to go to local meetings with participants, may include overnight travel based on plan/territory requirements

About Great-West Financial

At Great-West Financial® and Empower Retirement, our more than 5,700 global 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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