Retirement Plan Counselor - Help Employees Plan and Save for Retirement

Company Name:
Great-West Financial
Retirement Plan Counselor - Help Employees Plan & Save for Retirement
Job ID
# Positions
Posted Date
Customer Service
Position Highlights
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?
This is an opportunity to join Great-West Financial , a leading provider of group retirement services with more than a century of providing financial security to people across America, as a Retirement Plan Counselor. We provide you, as a salaried employee, with the training, equipment, career growth and support - you bring the professionalism and passion for educating about retirement planning.
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.
Promote the benefits of the State of Mississippi Deferred Compensation Plan to municipalities within the State, in order to add eligible entities to the State's Plan.
Bachelor's degree preferred
Minimum 2 years related experience
Must obtain FINRA Series 6, FINRA Series 63 and other industry specific registrations/licenses required within 90 days of hire date
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.
Working Conditions/Physical Requirements: Will travel majority of the time using personal vehicle to go to local meetings with participants, may include overnight travel based on plan/territory requirements
Disclaimer: 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.

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