Great-West Financial Empower Retirement

  • Retirement Consultant

    Location US-KS-Overland Park
    Posted Date 2 weeks ago(12/3/2018 11:39 AM)
    Job ID
    16376
    # Positions
    1
    Category
    Financial Services
  • Position Highlights

    The Retirement Consultant I handles service calls from current retirement plan participants and their advisors. The primary goal is to support the RSG Asset Protection team with their operational and technical needs. The Retirement Consultant I will utilize detailed information on IRA, investment products, and has a solid understanding of the qualified plan environment. The Consultant provides high level personalized client service by conducting detailed discussions on distribution options with participants in public and non-profit organizations including state and local governments, hospitals, charitable institutions, as well as public schools and universities. The Consultant will have a strong focus on the efficient and accurate handling of a high volume of customer service calls and will provide assistance to the IRA sales teams as necessary.

    Primary Responsibilities

    • Answer and respond appropriately to operational and procedural inquiries from current retirement plan participants and their advisors via telephone. 
    • Demonstrate resourcefulness to deliver accurate product information and great service. Handle a high level of requests for information, accurately process trade requests, research status of requests, communicate appropriately with back office personnel, and present a professional image.
    • Deliver personalized service and responds to a variety of plan and policy-related questions by exhibiting listening, patience, empathy, authenticity, proactivity and perseverance with external and internal customers.
    • Relays accurate information and provide clear and concise communication of policies and procedures.
    • Retains assets through education and guidance of available plan specific and general distribution options.
    • Engages in a dialogue which educates clients in making informed distribution decisions on the advantages of participation in a company sponsored retirement plan or an individual retirement account versus the tax implications of taking receipt of the proceeds from their retirement investments.
    • Delivers optimal solutions to clients in every interaction.

    Qualifications

    What You Bring to the Role

    • FINRA Series 6 and 63 registrations required within company
      specific timeframes
    • Bachelor's degree or an equivalent combination of education and professional work experience
    • Two years experience in the defined contribution recordkeeping or plan administration business
    • Experience managing multiple priorities and ability to handle stressful situations and people on a daily basis
    • Basic working knowledge of Windows, Microsoft Office Software (Word, Excel, PowerPoint, Excel, etc.) and various file manipulation skills on a PC

      Understanding of our product offerings, brokerage and mutual fund industries.

    • Basic understanding of IRAs, retirement investment products/services and the qualified retirement plan environment
    • Effective written, verbal and presentation skills

    • Uses existing procedures to solve routine or standard problems; applies limited judgment and discretion

    • Basic consulting skills
    • Motivated, self-starter with the interest to learn new information quickly and independently

    What We Hope You Have

    • Technical experience with pension rules and regulations, operational experience and relationship management skills preferred

    About Great-West Financial

    At Great-West Financial® and Empower Retirement, our more than 5,000 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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