Great-West Financial Empower Retirement

Retirement Education Counselor

US-MA-Andover
1 month ago
Job ID
14709
# Positions
1
Category
Marketing

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 retirement plans as well as not for profit entities. The primary focus is the education, communication, and servicing of retirement plans through group presentations and one-on-one counseling. This will include reviewing retirement rules, plans rules, investment options, and other financial and retirement topics as requested. Facilitates communication and education strategy by conducting group meetings, in person, via the web or in recorded presentations, and conducting one-on-one employee sessions.

Primary Responsibilities

Duties, Responsibilities & Essential Functions:

  • May assist in developing the communication and education strategy for assigned plans, if applicable.
  • Assists in supporting & retaining existing client relationships.
  • Provides consultative expertise to employees to increase participation and enrollment.
  • Typically handles moderately complex problems or inquiries.
  • Manages meeting assignment schedule, travel booking (including flights, hotels, and car rental as needed) to meet meeting requirements.
  • Completes and submits client related forms during employee contact sessions in accordance with policies and procedures.
  • Regularly reports meeting information and enters details into proprietary reporting systems (meeting tracker, etc.) on an ongoing basis.
  • Provides feedback to client service teams about what is or is not working at client sites and may assist in identifying performance
  • improvement opportunities for the client.
  • Other duties as assigned.

Qualifications

Education:

  • Bachelor's degree preferred.

Registrations / Certifications / Licensing Required:

  • Must obtain FINRA Series 6, 63, & 65 licenses required within 90 days of hire.

Other Preferred Qualifications:

  • Must be able to speak fluently in Spanish
  • Minimum 2 years related experience.
  • Ability to travel as needed.
  • Presentation skills (to groups or individuals) required.
  • Proficient in MS Office Suite, including Outlook, Word, Excel, PowerPoint, OneNote, etc.
  • Ability to work on multiple assignments simultaneously.
  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages and fractions.
  • Working knowledge of the financial industry, retirement plan business and ERISA, as well as ability to quickly learn firm's products.
  • Must qualify for a corporate credit card.

Physical Requirements/Working Conditions:

  • Normal Office Working Conditions when located near an Empower Retirement or Great-West Field office.
  • May be required to work from home when no local office is convenient.
  • Will travel majority of the time, either using personal vehicle for local meetings with participants, including overnight travel based on client or territory requirements.
  • 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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