Great-West Financial Empower Retirement

  • Empower Financial Planner

    Location US-MA-Andover | US-CO-Denver (DTC) | US-KS-Overland Park
    Posted Date 6 days ago(6 days ago)
    Job ID
    16251
    # Positions
    3
    Category
    Financial Services
  • 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

    $500 billion+ total assets under administration

     

    Under general supervision, will develop and deliver comprehensive financial plans for Empower large- mega clients as part of dedicated services model and team.  Strives to provide financial wellness and retirement solutions during all phases of a participant’s life. Delivers personalized consultations detailing solutions best suited to the retirement planning needs of Empower-Retirement clients. Provides guidance, advice, professional account management (MTR), financial wellness, and financial planning. 

    Primary Responsibilities

    • Develops and delivers comprehensive certified financial plans to participants as part of dedicated services team model for Large and mega customers
    • Engage clients in needs-based dialogue to gain a thorough understanding of their needs and offer appropriate solutions. Discuss all phases of comprehensive financial planning and offer Empower products and services where applicable.
    • Develops, maintains and fosters positive/enhanced working relationships with participants.
    • Leverages Empower’s CONSULT model to identify participant needs. Provides financial wellness and planning to a target group of Empower customers. Obtains knowledge of the participant’s financial portfolio objectives, asset composition and past historical information and help them navigate to appropriate next steps.
    • Review client portfolios and acts as an investment adviser representative of Advised Assets Group using Empower’s managed account service.
    • Initiates proactive/follow-up phone calls on behalf of the participant to current or prior provider to coordinate next steps and implement client decisions.
    • Administrative duties: Documents calls using technological tools such as Salesforce. Uses organizational skills to track core customer needs. Participates in training sessions and staff meetings, and sharing new knowledge with teammates.
    • Provides education and point in time advice on topics to help a retirement plan participant become best prepared for retirement, including; My Total Retirement (managed accounts), rollover into plan options, optimized investment allocation and savings amounts, financial planning, general financial wellness, health savings accounts (HSAs), distribution options and additional products/solutions aligned with the customer’s needs. Educates or advises participants on Empower Managed Account solutions, when appropriate, and enrolls participants into a Managed Account solution.

    Build and solidify client relationships pre- and post-retirement through a distinctive experience that leverages the unique value proposition.

    Qualifications

    • Bachelor's degree or an equivalent combination of education and professional work experience
    • CFP required, MBA preferred

    FINRA Series 7, 63, 65 registrations and life insurance licensing required within corporate-established timelines.

    • FINRA fingerprinting required
    • 3+ years’ experience in financial services or 401k industry, minimum 2 years in financial planning
    • Exceptional at delivering effective client consultations – always composed and professional
    • Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions
    • Proven application of all aspects of a client’s financial picture, including investments, insurance strategies, tax planning, education planning, retirement planning, and estate planning
    • Excellent verbal and written communication skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong organizational skills and presentation skills
    • Demonstrated ability to create and present comprehensive financial plans one-on-one with clients.
    • Quickly establish trust and builds long-term client relationships
    • Proven ability to navigate multiple client needs, deliver on multi-product sales goals; analyzing and presenting investment portfolios to clients.
    • Comprehensive PC skills including the ability to quickly learn Empower Retirement’s record keeping system
    • Frequent use of office equipment including PC, phone, fax, copier. May sit for long periods of time.  May stand, stoop, reach, pull and push on occasion
    • Solid practical understanding of Great West/Empower’s policies and procedures as well as Great-West/Empower product offerings preferred.
    • Actively seeks to pursue ongoing professional development to expand skills and remain current with industry trends.

    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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