Retirement Resource Associate

Company Name:
Great-West Financial
Position Highlights
The Retirement Resource Center Service Rep handles service calls from current Great West IRA customers and their advisors. The primary goal is to support existing IRA customers with their operational and technical needs. The chosen candidate will have a strong focus on the efficient handling of a high volume of customer service calls and will provide assistance to the IRA sales and service teams as necessary. Knowledge of IRA products and general expertise on mutual fund products and services preferred. Series 6 & 63 insurance license required within 90 days of hire.
Primary Responsibilities
Responsibilities:
Answer and respond appropriately to operational and procedural inquiries from current IRA shareholders via telephone. Demonstrate resourcefullness to deliver accurate product information and great service. Handle a high level of requests for forms, help IRA owners complete forms, and provide updates on paperwork processing status.
Demonstrate an enhanced knowledge Great West's IRA products and services through practical application with customers including: requests for general account information, concerns related to withdrawals, changes to an account, product information, and tax questions.
Initiate proactive/follow-up phone calls on pending issues to ensure timely and satisfactorily completion. Effectively diagnose client issues and problems and demonstrate appropriate insight and judgement to identify and explore exception processing possibilities and escallations. Demonstrate knowledge of FASCore transaction requirements
Actively participates in staff meetings, product seminars/training, etc., in support of strategic department and firm initiatives.
Qualifications:
Bachelor Degree required
FINRA Series 6 and Series 63 and Insurance licenses required within 90 days of hire date
2+ years telephone based customer service experience required.
IRA specific customer service experience preferred.
Demonstrated organizational skills;
Strong written, verbal and presentation skills;
Comprehensive PC skills including ability to quickly learn Great West's recordkeeping system and Sales Force software.
Solid practical understanding of Great West's policies and procedures as well as our product offerings and the mutual fund industry.
Comprehensive professional 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 . 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
10129
# Positions
1
Location
US-MA-Andover
Posted Date
8/1/2014
Category
Financial Services

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