Great-West Financial Empower Retirement

LMN & Government Market Investment Sales Analyst

US-MA-Boston
2 days ago
Job ID
14730
# Positions
1
Category
Investments

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

 

The purpose of the Analyst Investment Sales is to contribute to awareness and sales of Great-West Investments by analyzing, maintaining and reporting on the sales pipeline and ensuring Sales Directors are well-prepared for client meetings.   The Analyst Investment Sales will be FINRA 6 and 63 licensed and will have the opportunity to field inbound advisor and internal calls.

Primary Responsibilities

 

  • Develop, maintain and report on the sales pipeline, including data mining for additional prospects.
  • Provide investment information, competitive data, positioning points, pricing and other support as needed to the internal partners specifically the Empower Sales Desk.
  • Coordinate development of annual strategic business plan with Investment Sales team.
  • Actively contribute to team calls.
  • Maintain advisor information in CiRRUS.
  • Fulfill inbound sales inquiries, and literature and service requests from GWI Investment Sales team and Empower Sales Desk.
  • Update marketing materials and ensure compliance protocols are adhered to.
  • Maintains a high level of advisor outbound calling activity by following up on advisor leads and deliverables derived from GWI Investment Sales team and empower Sales Desk.
  • Special projects and/or provide support to Large/Mega and Government Sales Directors as needed.

Qualifications

  • Bachelor's degree, preferably in Finance, Marketing or Business, or equivalent experience.
  • Minimum 3 years of internal or external wholesaling experience in the financial services industry.
  • Proven sales and presentation skills.
  • FINRA Series 6 and 63 registrations required within 90 days of hire/transfer.
  • Exceptional organization skills, attention to detail and time management skills.
  • Ability to anticipate Sales Directors’ and client s’ needs.
  • Courtesy and composure and collaborative working style.

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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