Great-West Financial Empower Retirement

IRA Account Representative

US-MA-Andover
1 month ago(12/8/2017 2:35 PM)
Job ID
14569
# Positions
1
Category
Financial Services

Position Highlights

Responsible for relationship management and proactive education to core

IRA customers within an assigned book.  Engages in effective

consultative conversations via outbound calls. Primary goals of

education are retention and expansion of IRA customer's relationship

with Great-West. Also handles incoming IRA customer calls.

Primary Responsibilities

1-Manages inbound customer inquiries and provides quality education.

Understands, assesses and meets customer needs or requests. Manages book

of business (using Sales Force CRM) to expand current relationships and

foster new relationships (ie, household). (55%)

 

2-Makes proactive outbound calls to provide education to IRA customers

within an assigned book. Outbound call categories include: relationship

calls to existing IRA customers, welcome calls to new customers, and

product/service introductions and sales (ie managed accounts, income

generating products). (40%)

 

3-Administrative duties: Documents calls using technological tools such

as Sales Force. Uses organizational skills to track core IRA customer

needs. Participates in training sessions and staff meetings, and sharing

new knowledge with teammates.   (5%)

 

Qualifications

FINRA Series 7, Series 63, and Series 65 and applicable insurance

licenses required within GWRS established timelines.

Minimum of 7 years financial services experience including

advice/guidance, managed accounts and income products.

Proven sales and relationship building skills

Comprehensive PC skills including the ability to quickly learn Great-

West’s record keeping system and Sales Force software

Demonstrated organizational skills; strong written, verbal and

presentation skills

Solid practical understanding of Great West's policies and procedures as

well as Great-West product offerings preferred

 

 

Working Conditions/Physical Requirements:

Normal Office Working Conditions

 

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 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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