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Company Info

Empower Retirement/ Great West Financial

111 E Wisconsin Ave, Suite 1100
Milwaukee, WI, United States

Phone: 414-906-8793
Web Site: https://www.greatwest.com/careers.shtml

Company Profile




Retirement Representative - Call Center Representative


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Job ID:

3885961

Location:

Milwaukee, WI, United States

Category:

Customer Service, Education, Finance

Salary:

18+ per hour
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Job Views:

2433

Zip Code:

53202

Employment Type:

Full time

Posted:

06.15.2016
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Occupations:

Customer Support: Call Center

Job Description:

Position Highlights

Come join Empower Retirement, the nations second largest employer sponsored retirement plan provider!

If you want to work in the financial services industry with people and educate them on retirement plans, this is the job for you! We are looking for people with a passion for helping others who want to build a career in the financial services industry.

Retirement Representatives answer incoming calls regarding retirement plans from participants (employees), employers, and third party plan specialists. You will take calls of varying complexity answering questions ranging from accessing the website to their account, transfers, account changes, contributions, withdrawals, rollovers, benefits and investment options. You will also assist in processing retirement related investment transactions, educating participants about retirement readiness, and providing communication regarding plan updates and changes. As needed you will submit requests for research and follow-up after the initial call. All calls must be handled in accordance to FINRA and SEC guidelines. Schedule adherence and punctuality are crucial.

Highly competitive starting pay ($18+/hr based on experience) with full Benefits!

Fully paid training provided to obtain your FINRA Series 6 and Series 63.

TRAINING CLASS STARTING in late AUGUST!

8 hour shift (with a 30 minute lunch), Monday through Friday. NO WEEKENDS!!


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.

 Occasional overtime may be required.

 

 

Job Requirements:

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.
•Must successfully obtain FINRA Series 6 and Series 63 within the first 90 days.

Preferred qualifications include:
•Knowledge of retirement plans (401(k), 403b, 457, IRA) as well as multiple product lines