Client Relationship Manager-Financial Services

Great-West Retirement Services, a division of Great-West Life & Annuity is currently seeking a Client Relationship Manager to support a territory in Texas. The Client Relationship Manager will serve as the primary relationship manager overseeing an established book of business of approximately 100 plan sponsors and 6,000 participants.

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 and essential demonstrated sales and investment product skills experienc.

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.

You'll find good people at Great-West. Our good people make us a good company to do business with and a great place to grow your career!

The Financial Services Division of 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 more than 2 million plan participants in the corporate, government, and healthcare/non-profit markets. FASCore, LLC, which specializes in retirement plan recordkeeping and administration, serves more than 2.7 million participant accounts including those of financial institution clients. The Individual Markets group provides life insurance and annuity products to a broad market, from middle-income Americans to corporate executives. Through the Financial Services Division, 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 us at www.greatwest.com We are an equal opportunity employer dedicated to workforce diversity. We are committed to providing a drug-free workplace.