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Great West Financial Services Work Values
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Daily Duties at Great West Financial Services:
Managed financial advisor and multiple 401(k) client relationships. Proactively contacted clients to obtain satisfaction feedback. Provided support and guidance to trustees and fiduciaries on new 401(k) regulations. Assisted clients with administrative issues such as census and form 5500 filing. Presented enrollment and educational seminars in person or via webinars. Conducted annual plan and fund performance reviews to clients and financial advisors. Provided plan upgrade and enhancement recommendations based on client needs. Facilitated plan platform changes and contract conversions. Participated in Sales Finals presentations. Identified cross selling opportunities for other products and services. Tracked activity in Salesforce and other internal information systems.
What they like about Great West Financial Services:
Working in an organization that is technologically advanced, creative, and innovative is critical in your assessment of hiring companies. Less important to you are stability of the organization, the length of time an organization has been in business, and the business' plans for the future. You prefer a fast-moving company that will take risks to achieve its goals and objectives. The length of time the company has been in business is irrelevant. Maintaining status quo is unnecessary. You thrive on change, uncertainty and the upside of potential business risks, especially those associated with innovation. Stability for the long haul is not nearly as important as is working in an atmosphere that is charged with a sense of urgency and constant change.
Tags
employee benefits, investments, relationships, clients, consulting, 401k, communication, reviews, ERISA
Skills
Information about Great West Financial Services
Company Rank: Not Available
Average length of employment : 8 years
Average salary of employees: $47,500
These are some of the questions we asked our climbers about their experiences with Great West Financial Services:
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| Were your performance expectations clearly communicated? | 0.0 |
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| Were you recognized for meeting or exceeding expectations? | 0.0 |
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| Did you feel like your personal contribution was important? | 0.0 |
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| Was your career path clearly outlined and discussed? | 0.0 |
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| I would recommend this as a place of employment. | 0.0 | |
| I believe in the purpose of this organization. | 0.0 | |
| I would work for this organization again. | 0.0 | |
| I feel employees are fairly compensated. | 0.0 |
