Are you looking for a step into the Financial Services industry, but don’t know where to start?
Great-West Retirement Services is currently seeking a Retirement Plan Specialist to answer incoming telephone inquiries regarding retirement plans from participants, employers, and third party plan specialists. You will be helping clients with inquiries concerning general and specific account and plan level information, answering questions, resolving problems, and educating clients on a variety of retirement plan issues.
Responsibilities & Qualifications:
Leading candidates will be able to:
Successfully 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.
Responds appropriately to questions or concerns in relation to investments, in accordance with FINRA / SEC guidelines.
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.
Appropriately submits requests for research and follow-up, as needed, after the initial call.
Review, comprehend, and implement all new communication regarding plan updates and changes.
Solid customer service experience is required, preferably in a financial service related field.
Demonstrated flexibility in work hours and available to work during established call center hours
Proven ability to take calls at least 83% of the day.
Occasional overtime may be required.
Minimum qualifications include:
Associate's Degree in Business or related field preferred
With no degree, an additional one to two years directly related experience is required
1 year of customer service experience, preferably in a financial services related field.
Must be available to work during the hours of 7am-7pm.
Must successfully obtain FINRA Series 6 and Series 63 within required time frames.
Preferred qualifications include:
Knowledge of retirement plans (401(k), 403b, 457, IRA) as well as multiple product lines
Drawing on more than a century of experience, Great-West helps millions of Americans and their companies and employers build greater financial security. Great-West Retirement Services provides retirement savings programs to clients in the corporate, government, and healthcare/nonprofit markets. FASCore, LLC, a Great-West affiliate specializes in retirement plan recordkeeping and administration. Great-West’s Individual Markets group provides life insurance and annuity products to a broad market, from middle-income Americans to businesses and corporate executives.
Headquartered in metro Denver, we serve customers nationwide through offices around the country. We market our solutions and services through our nationwide network of direct sales professionals, brokers, consultants, advisors, third-party administrators and financial institutions.
For more information, please visit www.greatwestcareers.com . We are an equal opportunity employer dedicated to workforce diversity. We are committed to providing a drug-free workplace.
You’ll find good people at Great-West.
Great-West FinancialSM helps millions of Americans, their companies and employers build greater financial security. Headquartered in metro...