Under general supervision will generate new business leads with call-out campaigns to targeted retirement plan participants. Responsible for increasing assets under management (AUM) by initiating proactive product discussions and educating participants on industry best practices on retirement readiness. Will be held accountable for meeting monthly and annual sales goals.
40%-Will initiate sales activity through proactive out bound calls to
increase (AUM). Pro-actively contact/educate current retirement plan
participants to increase Assets through usage of GWRS roll over options, increasing retirement plan deferrals and suggesting catch up
contributions when applicable. May utilize pre-defined scripts, however based on the needs of the participant, will need to identify and educate on alternative product offerings to achieve department growth and retention objectives.
25%-Answer and respond appropriately to operational and procedural
inquiries from current retirement plan participants via inbound/outbound calls in-order to identify and/or close a sales opportunity. Demonstrate resourcefulness to deliver accurate product and industry information. Develop, maintain and foster positive/enhanced working relationships with participants.
10%-Initiate proactive/follow-up phone calls on behalf of the
participant to current fund company to begin the necessary paperwork to transfer money to GWRS products. Will be responsible for handling pending issues to ensure timely and satisfactorily completion of the rollover of funds.
10%-Effectively diagnose client issues and problems. Demonstrate
appropriate insight and judgment to resolve issues/problems through
education/sales on appropriate products. Identify and explore exception processing possibility. Demonstrate knowledge of FASCore transaction requirements.
10%-Updates and maintains account history and daily activity records
based on participant calls in order to develop/track future sales
opportunities. Will be required to track and monitor the success rate
and overall customer satisfaction through the sales process.
5%-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
Background and Qualifications
Bachelor Degree preferred
4+ year’s customer service and/or outbound sales experience in financial services or 401k industry.
1-2 years of previous inside sales experience preferred, but not
FINRA Series 6 and Series 63 and applicable insurance licenses required within 90 days of hire.
Demonstrated organizational skills; strong written, verbal and
Comprehensive PC skills including knowledge of Great West's
recordkeeping system Solid practical understanding of internal policies
and procedures as well as our product offerings and the mutual fund
Thorough knowledge of retirement plans (401k, 403b, 401a, 457, etc.)
General expertise on mutual fund products and services required.
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.
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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