Great-West Financial Empower Retirement

  • Retirement Plan Advisor - Help Employees Plan & Save for Retirement!

    Location US-WI-Madison
    Posted Date 3 weeks ago(11/27/2018 10:58 PM)
    Job ID
    # Positions
    Customer Service
  • 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 5,000 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

    $460 billion+ total assets under administration




    Are you interested in helping individuals plan for their future and save for retirement? Do you feel that people would save more for retirement if they only understood how their retirement plan and investments worked? Do you want to work for a financial services company you can be proud of? Do you know the value of managed accounts?

    This is an opportunity to join Empower Retirement, a leading provider of group retirement services with more than a century of providing financial security to people across America, as a Retirement Plan Advisor. We provide you, as a salaried employee, with the training, equipment, career growth and support – you bring the professionalism and passion for educating about retirement planning.


    This position will work with public employees of the State of Wisconsin and cover the greater Madison area

    Primary Responsibilities

    • Assist in developing the communication and education strategy for assigned plan(s). Assist in maintaining & retaining existing client relationships.
    • Facilitate communication and education strategy by conducting group meetings and one-on-one employee/participant sessions.
    • Provide consultative expertise to employees to increase enrollment and per participant revenue and retain participants. Typically handle moderately complex problems or inquiries.
    • Complete and submit client related forms during employee contact sessions in accordance with policies and procedures
    • Keep track of participant information and entering appropriate participant information into proprietary systems (meeting tracker, etc).
    • Provide feedback to field management about what is working or not working in plan and assisting in identifying performance improvement opportunities for the plan performance.
    • Be knowledgeable on all plans covered.


    • Bachelor's Degree preferred
    • Minimum 2 years related experience
    • Must obtain FINRA Series 6, FINRA Series 63 and FINRA Series 65 & other industry specific registrations/licenses required within 120 days of hire date. Current registrations strongly preferred.
    • Proficient in MS Word, Excel, PowerPoint
    • Ability to calculate figures and amounts such as discounts, interest, commission, proportions, percentages and fractions.
    • Experienced and comfortable with public speaking.
    • Good working knowledge of the firm's products, the defined contribution business and ERISA preferred but not required.

    Working Conditions/Physical Requirements: Remote work. Great-West Financial will provide mileage reimbursement.

    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.


    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed

    Need help finding the right job?

    We can recommend jobs specifically for you! Click here to get started.