If you want to work with people and educate them on retirement plans, this is the job foryou! We are looking for people with a passion for helping others who want to build a career in the retirement services industry.
Retirement Representatives answer incoming calls regarding retirement plans from participants (employees), employers, and third party plan specialists. You will take calls of varying complexity answering questions ranging from accessing the website to their account, transfers, account changes, contributions, withdrawals, rollovers, benefits and investment options. You will also assist in processing retirement related investment transactions, educating participants about retirement readiness, and providing communication regarding plan updates and changes. As needed you will submit requests for research and follow-up after the initial call. All calls must be handled in accordance to FINRA and SEC guidelines. Schedule adherence and punctuality are crucial.
Highly competitive starting pay ($18+/hr based on experience) with full Benefits!
Fully paid training provided to obtain your FINRA Series 6 and Series 63.
TRAINING CLASS STARTING APRIL 11th!
8 hour shifts (with a 30 minute lunch) range from 7:00 AM - 6:00 PM Monday through Friday. NO WEEKENDS!!
Answer incoming telephone inquiries including, but not limited to, requests for general account information, concerns related to contributions and withdrawals, how to make changes to an account, product information and tax questions. Process financial transactions upon request of callers. Complexity and scope of questions based on level.
Addresses questions or concerns in relation to investments.
Explain past returns in comparison to economic environment; convey information in accordance with FINRA / SEC guidelines. Complexity and scope of questions based on level.
Assist participants through the navigation of the automated voice response system as well as the Web Site when executing financial transactions and/or initiating loans. Complexity and scope of questions based on level.
Submits requests for research and follow-up if needed after the initial call. May be required to make outbound calls if necessary. Expectation determined by level.
Review, comprehend and implement all new communication regarding plan updates and changes.
Run disbursement quotes, respond to managerial feedback, and attend meetings and training sessions.
In addition to answering caller inquiries, representatives will provide callers with education regarding retirement readiness.
Consistent adherence to work schedule and punctuality required.
Associates Degree at minimum required, preferably in a business related field.
Solid customer service experience is required, preferably in a financial service related field.
Knowledge of retirement plans (401(k), 403b, 457, IRA) beneficial but not required.
Demonstrated flexibility in work hours and available to work during established call center hours.
Able to take calls at least 83% of the day within assigned schedule. Punctuality is crucial.
Obtain FINRA Series 6 and 63 licenses within the first 90 days of employment (training provided).
Seasonal overtime may be required.
About Great-West Financial
At Great-West Financial ® and Empower Retirement , our more than 4,600 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.