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.
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%)
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
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
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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