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 5,700
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
The Senior Consultant is, under minimal supervision, responsible for the successful installation of complex new retirement plan sales, acting as leader,
project manager, and consultant for conversion activities. The Conversion Consultant is the primary point of contact with Plan Sponsors, Consultants, Financial Advisors and Third Party Administrators for conversion related activities.
Responsible for the successful installation of new transfer or start- up retirement plan sales of high complexity, high assets or participant size and works primarily on an exclusive level requiring special handling and
excellent knowledge base.
Provides Company representation during partner / field on site visits, scheduled meetings, and/or scheduled calls to discuss current issues, problems/solutions, and process changes. Presents to clients for finalist
presentations and responds to RFPs.
Acts as the project manager and primary contact for Empower during the conversion process. Maintains project plan covering all aspects of the conversion process.
Perform weekly conference calls on
assigned sales and consults with various client contacts including plan sponsors, consultants, financial advisors, third party administrators, relationship/client service managers, regional sales director s, prior providers, payroll vendors and various
internal departments with respect to the timing of conversion, outstanding items, complex plan features and products, critical tasks and overall project management.
Discusses service agreements, contracts and product features with plan sponsors,
financial advisors and third party administrators for suitability and comprehension of administrative duties.
Review plan provisions with plans electing internal compliance services to ensure accurate restatement of retirement plan
Facilitate the transfer of plan assets and records though written and verbal communication with prior providers, client contacts and various internal departments
Maintain established deadlines and timelines associated with
transfer and start-up plan activity
Produce quality work on assigned sales through various quality assurance measures.
Follow established procedures designed to minimize market risks and gain/loss situations
of clients to Internal Compliance and Client Service Management teams upon installation
Assists with mentoring new employees on implementation processes and acts as the go-to person on issues/problems of more junior team members.
willing to work extended hours and overtime during peak seasons or high volume.
Other duties and projects as assigned
Registrations / Certifications / Licensing Required: Series 6 optional, not
Bachelor's Degree in Business or related field preferred
3-5 years Implementation or related work experience
Proficient knowledge of various IRS codes; 457, 401(k), 403(b), 401(a), etc.
Proficient knowledge of
IRS / DOL reporting
Proficient regulatory compliance and plan document knowledge
Excellent written and verbal communication skills
Strong project management skills
Strong attention to detail required
Excellent written and verbal communication skills (interview process includes a writing assessment)
Working Conditions: Professional office environment and regular use of office equipment such as computers, phones, fax and
copy machines. While performing the duties of this job, this role is regularly required to type, sit for long periods of time, read, verbally communicate, present information and respond to questions, collect and analyze data, prepare reports, problem
solve, concentrate. Travel required for sales support, client visits, or kickoff meetings. 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.
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
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.