Great-West Financial Empower Retirement

  • Incoming Rollover Representative

    Location US-CO-Denver (DTC) | US-CO-Denver (DTC)
    Posted Date 4 weeks ago(9/18/2018 2:42 PM)
    Job ID
    16180
    # Positions
    1
    Category
    Financial Services
  • Position Highlights

    This position responds to written securities and non-securities related correspondence related to Incoming Rollovers, and assists participants with completing incoming rollovers via phone or written/email correspondence.  Responsible for bringing rollovers to completion by working with internal Sales and Operations teams, as well as by working with customer.   

    Primary Responsibilities

    • Respond to written securities and non-securities related correspondence for IRC Sections 401(a), 401(k), 403(b), 408, and 457 Plans. (Response through phone, email etc).
    • Review and approve/deny rollover requests.
    • Follow up on rollovers that have not completed.
    • Follow up with internal departments on set up of Incoming Rollover Approval Services for new or existing plans.
    • Provide telephone support on service items related to incoming rollovers, including working with internal Sales and Operations teams, as well as external companies to drive successful completion of rollovers. 
    • Partners with Sales team on identifying and addressing customer rollover needs.
    • Other duties as assigned.

    Qualifications

    • FINRA Series 6, 63 licenses & other industry specific registrations/licenses required within GWRS established timelines.
    • Associate's Degree in Business or related field preferred
    • With no degree, one to two years directly related experience is required preferably in a financial services related field.
    • Strong critical thinking and decision making skills
    • Prefer Proven sales skills – convincing, persuasive, and credible, thinks fast on feet, highly motivated to succeed and welcomes challenges, detail oriented, ability to learn quickly, and retain information

                             
    Normal Office Working Conditions

     

    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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