Retirement Plan Representative - Call Center - May Class
Company Name:
Great-West Financial
Position Highlights
Are you looking for a step into the Financial Services industry, but don't know where to start?
Great-West Financial is currently seeking multiple Retirement Plan Specialists 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.
Primary Responsibilities
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.
In addition to answering caller inquiries, representatives will provide callers with education regarding retirement readiness.
Consistent adherence to work schedule and punctuality required.
Occasional overtime may be required.
Our hours of operation are 9am - 8pm EST.
Qualifications
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 6am-6pm.
Preferred qualifications include:
Knowledge of retirement plans (401(k), 403b, 457, IRA) as well as multiple product lines
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
Great-West Financial? helps millions of Americans, their companies and employers build greater financial security. Headquartered in metro Denver with offices around the country, Great-West Financial offers a wide range of retirement savings products and services, life insurance and annuities. With more than a century of experience and a history of financial strength and stability, Great-West Financial has earned the reputation as a trusted financial partner, to and through retirement. For more information, please visit . 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 Financial.
Great-West Financial? refers to products and services provided by Great-West Life & Annuity Insurance Company and its subsidiaries and affiliates. Great-West Financial? is a service mark of Great-West Life & Annuity Insurance Company.
Job ID: 9864
# Positions: 2
Location: US-MA-Andover
Estimated Salary: $20 to $28 per hour based on qualifications.
Great-West Financial
Position Highlights
Are you looking for a step into the Financial Services industry, but don't know where to start?
Great-West Financial is currently seeking multiple Retirement Plan Specialists 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.
Primary Responsibilities
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.
In addition to answering caller inquiries, representatives will provide callers with education regarding retirement readiness.
Consistent adherence to work schedule and punctuality required.
Occasional overtime may be required.
Our hours of operation are 9am - 8pm EST.
Qualifications
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 6am-6pm.
Preferred qualifications include:
Knowledge of retirement plans (401(k), 403b, 457, IRA) as well as multiple product lines
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
Great-West Financial? helps millions of Americans, their companies and employers build greater financial security. Headquartered in metro Denver with offices around the country, Great-West Financial offers a wide range of retirement savings products and services, life insurance and annuities. With more than a century of experience and a history of financial strength and stability, Great-West Financial has earned the reputation as a trusted financial partner, to and through retirement. For more information, please visit . 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 Financial.
Great-West Financial? refers to products and services provided by Great-West Life & Annuity Insurance Company and its subsidiaries and affiliates. Great-West Financial? is a service mark of Great-West Life & Annuity Insurance Company.
Job ID: 9864
# Positions: 2
Location: US-MA-Andover
Estimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
