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Retirement Plan Advisor - Help Employees Plan & Save for Retirement!

Company: Great-West Financial
Location: Baton Rouge
Posted on: September 15, 2018

Job Description:

Would you like to be a part of one of America's leading financial services firms? Great-West Financial is the nation's second largest insurer in sales of individual life insurance through banks. We also offer annuity and executive benefits products. Under Empower Retirement, we provide employer sponsored retirement plans as the nation's second largest retirement plan provider. Our over 5,000 associates across 40 locations across the country provide world class service to: 30,000+ employer sponsored retirement plans 8 million+ employees participating in their employer-sponsored retirement plan 467,700+ individual life insurance and annuity accounts $460 billion+ total assets under administration Are you interested in helping individuals plan for their future and save for retirement? Do you feel that people would save more for retirement if they only understood how their retirement plan and investments worked? Do you want to work for a financial services company you can be proud of? The Retirement Plan Advisor is an exciting career opportunity with a leading company in the retirement and defined contribution industry. As a Retirement Plan Advisor your focus is simple: help government employees prepare for a successful retirement by helping them to replace the income they earned while working. You will do this by developing a territory, forming relationships with key stakeholders and providing retirement counseling services using industry-leading technology. If you are intrinsically motivated to help people, expect excellence from yourself and also strive to help your team to achieve top performance, this could be a career defining opportunity for you. Primary Responsibilities

  • Assist in developing the communication and education strategy for assigned plan(s). Assist in maintaining & retaining existing client relationships.
  • Facilitate communication and education strategy by conducting group meetings and one-on-one employee/participant sessions.
  • Provide consultative expertise to employees to increase enrollment and per participant revenue and retain participants. Typically handle moderately complex problems or inquiries.
  • Complete and submit client related forms during employee contact sessions in accordance with policies and procedures
  • Keep track of participant information and entering appropriate participant information into proprietary systems (meeting tracker, etc).
  • Provide feedback to field management about what is working or not working in plan and assisting in identifying performance improvement opportunities for the plan performance.
  • Be knowledgeable on all plans covered Qualifications
    • Bachelor's Degree preferred
    • Minimum two (2) years related experience
    • Must obtain FINRA Series 6, FINRA Series 63, FINRA Series 65 & other industry specific registrations/licenses required within 120 days of hire date. Current FINRA licenses strongly preferred.
    • Proficient in MS Word, Excel, PowerPoint
    • Ability to calculate figures and amounts such as discounts, interest, commission, proportions, percentages and fractions
    • Experienced and comfortable with public speaking
    • Good working knowledge of the firm's products, the defined contribution business and ERISA preferred, but not required This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this job description at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description. You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason. About Great-West Financial At Great-West Financial-- and Empower Retirement, our more than 5,700 global associates are dedicated to helping customers secure their financial futures. We offer a range of retirement savings products, life insurance, annuities and investment services from offices across the country. If you're interested in joining a company that enjoys a record of strong performance and is rich in history yet innovative, bold and transformative, then our organization is an outstanding place for you to grow and succeed. We're an equal opportunity employer dedicated to workforce diversity. We're also committed to providing a drug-free workplace.

      Keywords: Great-West Financial, Baton Rouge , Retirement Plan Advisor - Help Employees Plan & Save for Retirement!, Other , Baton Rouge, Louisiana

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