Retirement Representative

Company Name:
Great-West Corporate
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 Retirement Plan Specialists to answers 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.
Leading candidates will be able to:
o 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.
o Responds appropriately to questions or concerns in relation to investments, in accordance with NASD / SEC guidelines.
o 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.
o Appropriately submits requests for research and follow-up, as needed, after the initial call.
o Review, comprehend, and implement all new communication regarding plan updates and changes.
Preferred qualifications include:
o Associates Degree, preferably in a business related field
o Solid customer service experience is required, preferably in a financial service related field.
o Knowledge of retirement plans (401(k), 403b, 457, IRA) as well as multiple product lines
o Demonstrated flexibility in work hours and available to work during established call center hours
o Proven ability to take calls at least 83% of the day
This position will require obtaining an NASD Series 6 and NASD Series 63. Seasonal overtime may be also required.
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.

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