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. Acting in a dual registration capacity for GWFS Brokerage and Advised Assets Group.
1-Manages inbound customer inquiries and provides quality education.
Understands, assesses and meets customer needs or requests. Manages book
of business (using SalesForce 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). When appropriate and in the IRA owner’s best interest, maximize the use of Empower products and services, including Empower Retirement Advisory Services, offered by Advised Assets Group (AAG). (40%)
3-Administrative duties: Documents calls using technological tools such
as SalesForce. 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 and Series 63 and 65 and applicable insurance licenses required
within GWRS established timelines.
Minimum of 3 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 SalesForce 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.
Software Powered by iCIMS