Great-West Financial Empower Retirement

  • Senior Implementation Consultant - LMNG

    Location US-CO-Denver (DTC) | US-KS-Overland Park | US-MA-Andover | US-Work From Home
    Posted Date 1 month ago(1 month ago)
    Job ID
    16136
    # Positions
    1
    Category
    Account Operations
  • Position Highlights

    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 5,700 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

     

    JF

    The Senior Consultant is, under minimal supervision, responsible for the successful installation of complex new retirement plan sales, acting as leader, project manager, and consultant for conversion activities. The Conversion Consultant is the primary point of contact with Plan Sponsors, Consultants, Financial Advisors and Third Party Administrators for conversion related activities.

    Primary Responsibilities

    • Responsible for the successful installation of new transfer or start- up retirement plan sales of high complexity, high assets or participant size and works primarily on an exclusive level requiring special handling and excellent knowledge base.
    • Provides Company representation during partner/field on site visits, scheduled meetings, and/or scheduled calls to discuss current issues, problems/solutions, and process changes. Presents to clients for finalist presentations and responds to RFPs.
    • Acts as the project manager and primary contact for Empower during the conversion process. Maintains project plan covering all aspects of the conversion process.
    • Perform weekly conference calls on assigned sales and consults with various client contacts including plan sponsors, consultants, financial advisors, third party administrators, relationship/client service managers, regional sales director s, prior providers, payroll vendors and various internal departments with respect to the timing of conversion, outstanding items, complex plan features and products, critical tasks and overall project management.
    • Discusses service agreements, contracts and product features with plan sponsors, financial advisors and third party administrators for suitability and comprehension of administrative duties.
    • Review plan provisions with plans electing internal compliance services to ensure accurate restatement of retirement plan documents
    • Facilitate the transfer of plan assets and records though written and verbal communication with prior providers, client contacts and various internal departments
    • Maintain established deadlines and timelines associated with transfer and start-up plan activity
    • Produce quality work on assigned sales through various quality assurance measures.
    • Follow established procedures designed to minimize market risks and gain/loss situations
    • Coordinates transition of clients to Internal Compliance and Client Service Management teams upon installation
    • Assists with mentoring new employees on implementation processes and acts as the go-to person on issues/problems of more junior team members.
    • Must be willing to work extended hours and overtime during peak seasons or high volume.
    • Other duties and projects as assigned

    Qualifications

    • Registrations / Certifications / Licensing Required: Series 6 optional, not required
    • Bachelor's Degree in Business or related field preferred
    • 3-5 years Implementation or related work experience
    • Proficient knowledge of various IRS codes; 457, 401(k), 403(b), 401(a), etc.
    • Proficient knowledge of IRS/DOL reporting
    • Proficient regulatory compliance and plan document knowledge
    • Excellent written and verbal communication skills
    • Strong project management skills
    • Strong attention to detail required
    • Excellent time management
    • Excellent written and verbal communication skills (interview process includes a writing assessment)



    Working Conditions: Professional office environment and regular use of office equipment such as computers, phones, fax and copy machines. While performing the duties of this job, this role is regularly required to type, sit for long periods of time, read, verbally communicate, present information and respond to questions, collect and analyze data, prepare reports, problem solve, concentrate. Travel required for sales support, client visits, or kickoff meetings. 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.

     

     

    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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