Great-West Financial Empower Retirement

  • Relationship Manager Core

    Location US-NC-Raleigh
    Posted Date 2 weeks ago(12/7/2018 11:51 AM)
    Job ID
    16657
    # Positions
    1
    Category
    Relationship Management
  • 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

    $460 billion+ total assets under administration

     

    Empower Retirement, a division of Great-West Financial is currently seeking a Relationship Manager to support a territory covering Raleigh, North Carolina.

    "This position is responsible for being the primary relationship manager overseeing an established book of business within assigned territory."

    Primary Responsibilities

    1. Responsible for providing relationship management and overseeing 70 - 100 small plans, generally in the $3MM - $10MM range.
    2. Responsible for client retention and growing our existing plans.
    3. Responsible for sole relationship with client, education strategies, plan review, asset diversification.
    4. Responsible for assisting with the sales team on developing new business and attending finals presentations.

    Qualifications

    Required Qualifications

    • Bachelors degree in business or related discipline
    • 4-7 years financial services experience
    • Previous experience presenting to large groups and individuals
    • Advanced 401k, compliance, plan documentation and investment knowledge
    • Ability to travel majority of the time (60-70%) via airline travel to various states as well as using personal vehicle to go to local meetings with plan sponsors and brokers

    Registrations Required

    • FINRA Series 6 & 63 & applicable state insurance licenses.

     Preferred Qualifications

    • Normal Office Working Conditions typically from a home office

    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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