Great-West Financial Empower Retirement

Associate Retirement Sales

US-MA-Boston
4 weeks ago
Job ID
14808
# Positions
1
Category
Sales

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 primary responsibility of the Retirement Sales Associate is to provide support to internal and external wholesalers in support of the LMN sales effort.  Responsibilities include supporting and assisting the

Sales Desk, managing special projects and process improvement efforts,maintaining CIRRUS and running reports, executing and managing marketing campaigns, outbound calling, and covering for internal sales directors.

Primary Responsibilities

 

Duties, Responsibilities, and Essential Functions:

  1. Support and assist the Sales Desk. Provide back up and interimcoverage for ISDs during vacation and other times.
  1. Complete sales requests including data requests, fund inquiries,RFI’s, etc. in a timely and quality driven manner.
  1. Manage special projects and process improvement efforts. Workclosely with the Director of the Sales Desk to identify and addressopportunities for efficiency and process improvement.  Assume responsibility for projects that relate to sales initiatives andmarketing efforts.
  1. Maintain CIRRUS as required and run management reports asrequested.  Become a CIRRUS expert.
  1. Execute and manage marketing campaigns. Work directly with Marketing as the Sales liaison on all marketing campaigns.  Communicate goals and action plans to internal desk and follow up with progress reports.  Keep management apprised of progress and opportunities.Follow up with team members to achieve maximum coverage and results.
  1. Perform outbound calling effort as requested to promote marketing

 

 

Qualifications

 

FINRA Series 6 and 63 along with applicable state insurance licenses required within establish timelines.

 

Other Preferred Qualifications:

 

Previous experience in the financial services and/or retirement services industries and knowledge of Salesforce strongly preferred.

 

Outstanding communication skills, the ability to manage conflicting priorities in a deadline oriented environment, and proven experience managing projects in an academic or work setting.

 

 

 

Working Conditions/Physical Requirements:


- Normal Office Working Conditions
- Travel required as needed to meet objectives

 

 

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 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.

Options

Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed

Need help finding the right job?

We can recommend jobs specifically for you! Click here to get started.