Great-West Corporate Rep Incoming Rollover Services in Denver (DTC), Colorado
This position responds to written securities and non-securities related correspondence for IRC Sections 401(a), 401(k), 403(b), 408, and 457
Plans specifically related to Incoming Rollovers Approvals.
- Respond to written securities and non-securities related
correspondence for IRC Sections 401(a), 401(k), 403(b), 408, and 457
Plans. (Response through phone, email etc).
Review and approve/deny rollover requests.
Follow up on approved rollovers that have not completed.
Follow up with internal departments on set up of Incoming
Rollover Approval Services for new or existing plans.
- Provide telephone phone back up to the Retirement Education and
- Other duties as assigned.
Background and Qualifications
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.
Associate's Degree in Business or related field preferred
• With no degree, one to two years directly related experience is
required preferably in a financial services related field.
• Strong critical thinking and decision making skills
• Prefer Proven sales skills – convincing, persuasive, and
credible, thinks fast on feet, highly motivated to succeed and welcomes
challenges, detail oriented, ability to learn quickly, and retain
• FINRA Series 6 and 63 licenses & other industry specific
registrations/licenses required within GWRS established timelines.
Working Conditions/Physical Requirements:
Normal Office Working Conditions
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.
External Job Title: Rep Incoming Rollover Services
External Company Name: Great-West Life & Annuity Insurance Company