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Retirement Representative
| Company: | Great-West Company Profile | Current Opportunities (1) |
| Job Location(s): | Glendale, Milwaukee, Shorewood, Whitefish Bay |
| Employment Term: | Regular |
| Employment Type | Full Time |
| Hours per Week: | 40 |
| Work Hours (i.e. shift): | between the hours of 7am-7:15p |
| Start Date: | asap |
| Starting Salary Range: | Not Provided |
| Required Education: | Associate Degree |
| Required Experience: | 0 to 3 years |
| Related Categories: | Banking - General, Customer Service - General, Customer Service - Call Center |
Position Description
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 several Retirement Representatives to join our growing Glendale, WI operations. The Retirement Representative will 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.
Essential Functions:
* 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. Process financial transactions upon request of callers. Complexity and scope of questions based on level.
* Addresses questions or concerns in relation to investments. Individual must be able to explain past returns in comparison to economic environment. All information conveyed must be done 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.
* Appropriately 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.
General Qualifications:
* Must be available to work during the hours of 7am-7pm.
* Must successfully obtain FINRA Series 6 and Series 63 within required time frames.
* Associate's Degree in Business or related field.
* 1-3 years of customer service experience, preferably in a
Great-West Retirement Services is currently seeking several Retirement Representatives to join our growing Glendale, WI operations. The Retirement Representative will 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.
Essential Functions:
* 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. Process financial transactions upon request of callers. Complexity and scope of questions based on level.
* Addresses questions or concerns in relation to investments. Individual must be able to explain past returns in comparison to economic environment. All information conveyed must be done 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.
* Appropriately 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.
General Qualifications:
* Must be available to work during the hours of 7am-7pm.
* Must successfully obtain FINRA Series 6 and Series 63 within required time frames.
* Associate's Degree in Business or related field.
* 1-3 years of customer service experience, preferably in a
Contact Information
Great-West Life & Annuity Insurance Company encompasses business lines nationally known for providing group retirement and individual insurance products and services. Great-West Retirement Services provides retirement savings programs to clients in the corporate, government, and healthcare/nonprofit markets. FASCore, LLC, a Great-West affiliate that specializes in retirement plan recordkeeping and administration, serves more than 3.5 million participant accounts including those of financial institution clients. 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. Great-West is a leader in the delivery of products and services that help customers across the country secure their financial future. For more information, please visit Great-West Life & Annuity at www.greatwest.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.
