Great-West Financial Empower Retirement

Sr. Relationship Manager

US-CA-San Diego
3 weeks ago
Job ID
14731
# Positions
1
Category
Relationship Management

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

 

Empower Retirement,  a division of Great-West Financial is currently seeking a Sr. Relationship Manager to support a territory covering Southern California.  The Relationship Manager will serve as the primary relationship manager overseeing an established book of business of approximately 25 plan sponsors.

Primary Responsibilities

  • Responsible for providing relationship management and overseeing 20-30 mid size to large plans, generally in the $25MM - $50MM range.
  • Responsible for client retention and growing our existing plans.
  • Responsible for sole relationship with client, education strategies, plan review, asset diversification.
  • Responsible for assisting with the sales team on developing new business and attending finals presentations.

Qualifications

  • 4-7 years financial services experience
  • Advanced 401k, compliance, plan documentation and investment knowledge
  • Previous experience presenting to large groups and individuals
  • Requires FINRA Series 6 & 63 & applicable state insurance licenses.

 

Other Preferred Qualifications:

Previous experience presenting to large groups and individuals
Advanced 401k, compliance, plan documentation and investment knowledge

 

 

Working Conditions/Physical Requirements:  Will travel majority of the time (60-70%) using personal vehicle to go to local meetings with plan sponsors and brokers

 

Normal Office Working Conditions typically from a home office

 

Disclaimer: 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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