Client Relationship Manager 401k

Job Details:

Job ID:
6725 # Positions:
1 Location:
MO-Kansas City Division:
Great-West Financial Services Posted Date:
8/26/2009 Category:
Financial Services/Account Administration Submit Your Resume to this Job:
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Job Summary:
Great-West Retirement Services, a division of Great-West Life & Annuity, is currently seeking a 401(k) Client Relationship Manager to support a book of existing 401(k) business in Kansas City, Kansas, and Oklahoma. The 401(k) Client Relationship Managerwill serve as the primary relationship manager overseeing an established book of business of approximately 80 plan sponsors and 6,000 plan participants. Responsibilities & Qualifications:
Top candidate will:
* Conduct enrollment meetings, educational seminars, annual plan and fund performance reviews * Assist Sales Rep in case acquisitions, planning, retention and management; share ideas and client needs throughout all phases of implementation life cycle; provide feedback to marketing and product; manage the case specific profit and loss/pricing of each assigned account based upon established revenue targets * Interface with plan sponsors and brokers to understand overall objectives and requirements; prepare a plan for each account to identify short- and long-term goals and objectives and how they may be met * Submit regular verbal and/or written reports on all activity for the clients serviced to management personnel and the clients * Serve as a point of escalation for issues or activities that the plan sponsor encounters as a result of account service; expedite the resolution of customer problems/complaints Preferred qualifications include:
* Bachelors degree preferred, or equivalent work experience * Series 6 & 63 Uniform State Securities registration (within 60 days) and applicable state insurance licenses * Bi-lingual Spanish & English preferred * 2 - 4 years industry experience * Comprehensive industry knowledge essential * Demonstrated sales and investment product skills * Basic personal computer skills including Microsoft Word, Excel, PowerPoint and Outlook * Demonstrated effective communication and presentation skills * Will travel majority of the time (50-60%) using personal vehicle to go to local meetings with plan sponsors and brokers. * Must have face-to-face experience preferably in a field structure environment. About Us:
Great-West Life & Annuity Insurance Company encompasses business lines nationally known for providing group retirement and individual insurance products and services. Great-West Retirement Services provides retirement savings programs to clients in the corporate, government, and healthcare/nonprofit markets. FASCore, LLC, a Great-West affiliate that specializes in retirement plan recordkeeping and administration, serves more than 3.5 million participant accounts including those of financial institution clients. Great-West’s Individual Markets group provides life insurance and annuity products to a broad market, from middle-income Americans to businesses and corporate executives. Great-West is a leader in the delivery of products and services that help customers across the country secure their financial future. For more information, please visit Great-West Life & Annuity at www.greatwest.com. 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.