Great-West Financial Empower Retirement

  • Associate Retirement Advisor

    Location US-MA-Andover
    Posted Date 2 weeks ago(12/5/2018 9:32 AM)
    Job ID
    # Positions
    Customer Service
  • Position Highlights

    Responsible for relationship management and proactive education to core IRA customers within an assigned book.  Engages in effective consultative conversations via outbound calls. Primary goals of education are retention and expansion of IRA customer's relationship with Great-West. Also handles incoming IRA customer calls. Acting in a dual registration capacity for GWFS Brokerage and Advised Assets Group.


    Primary Responsibilities

    • Make proactive outbound calls to provide education to IRA and taxable account customers within an assigned book. Outbound call categories include: relationship calls to existing IRA customers, welcome calls to new customers, and product/service introductions and sales (ie managed accounts, income generating products). When appropriate and in the clients’ best interest, maximize the use of Empower products and services, including Empower Retirement Advisory Services, offered by Advised Assets Group (AAG). (50%)
    • Manage inbound customer inquiries and provide quality education. Understand, assess, and meet customer needs/requests. Manage book of business (using SalesForce CRM) to expand current relationships and foster new relationships (i.e., household). (40%)
    • Administrative duties: Document calls using technological tools such as SalesForce. Use organizational skills to track core IRA customer needs. Participate in training sessions and staff meetings, share new knowledge with teammates. (10%)



    • Bachelor’s Degree
    • FINRA Series 7, 63, and 65 as well as applicable insurance licenses required within GWRS established timelines
    • Chartered Retirement Planning Counselor designation within corporate established timelines
    • Minimum of 3 years financial services experience including advice/guidance, managed accounts and income products
    • Proven sales and relationship building skills
    • Comprehensive PC skills including the ability to quickly learn Empower Retirement’s record keeping system, SalesForce software, and Netx360
    • Demonstrated organizational skills; strong written, verbal, and presentation skills
    • Solid practical understanding of Great West/Empower’s policies and procedures as well as Great-West/Empower product offerings preferred


    Working Conditions/Physical Requirements:

    Normal Office Working Conditions


    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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