Under general supervision this position will answer incoming telephone inquiries regarding various retirement products. The phone representative may receive calls regarding variable and fixed annuity products from customers, advisors, partners and other related individuals.
1.) Answer and respond appropriately to general operational and procedural inquiries from current annuity account holders. Demonstrate resourcefulness to deliver accurate product and industry information. Develop, maintain and foster positive/enhanced working relationships with customers.
2.) Initiate proactive/follow-up phone calls on pending issues to ensure a timely and satisfactory completion. Effectively diagnose client issues while demonstrating appropriate insight and judgment to identify and explore exception processing possibility. Demonstrate knowledge of product and company transaction requirements.
3.) Conducts research of history events in a participant account to address concerns or issues.
4.) Other duties as assigned which may involve some or all of the following: staff meetings, product seminars/training, meeting all federal and state requirements as they pertain to securities and insurance regulations etc., in support of strategic department and firm initiatives.
Registrations / Certifications / Licensing Required:
Other Preferred Qualifications:
• At least 1-2 years of Financial Services Background required
Physical Requirements/ Working Conditions:
Normal Office Working Conditions
Develops skills in delivering superior customer service and in cross-selling the company’s products and services.
Internal & External Contacts:
Willing to be a team player and develop relationships internally and externally.
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.
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