Great-West Financial Empower Retirement

  • Lead Rep Asset Protection Sales

    Location US-CO-Denver (DTC)
    Posted Date 2 months ago(4/3/2018 1:24 PM)
    Job ID
    15425
    # Positions
    1
    Category
    Sales
  • Position Highlights

    This position is responsible for handling escalated calls, quality call monitoring and completing Best Interest Profile supervisory reviews. They are also responsible for ensuring that each element of the Asset Protection team environment is participant focus, regulatory compliant and embodies the Empower culture, vision, value and operating principles.

    Primary Responsibilities

    • Responsible for handling and responding to complex, escalated calls.
    • Complete all necessary elements of Best Interest Profile supervisory reviews.
    • Responsible for call monitoring to ensure service excellence.
    • Assist with resource development.
    • Respond to managerial feedback, and attend meetings and training sessions.
    • Coach, mentor and cross train new employees as prescribed by Sales Managers
    • Answer incoming telephone inquiries including, but not limited to, requests for general account information, concerns related to contributions and withdrawals.
    • Address questions or concerns in relation to participant accounts in accordance with FINRA / SEC guidelines.
    • Submit requests for research and follow-up if needed after the initial call. May be make outbound calls if necessary.
    • Consistent adherence to work schedule and punctuality required.

    Qualifications

    • FINRA Series 7, Series 63 and Series 24 registrations required within corporate-established timelines. FINRA fingerprinting required
    • Associate's Degree in Business or related field preferred
    • With no degree, an additional one to two years directly related experience is required
    • 5+ years of customer service experience, preferably in a financial services related field
    • Must be available to work during the hours of 7am-7pm

     

    Working Conditions/Physical Requirements: Normal Office Working Conditions

     

    This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job.  The employer has the right to revise this job description at any time.   You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description.   You may be required perform other duties that are not included on this job description.  The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

    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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