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Specialist Quality Assurance

Expired Job

Great West Retirement Overland Park , KS 66204

Posted 2 months ago

Position Highlights

Be Bold Be Brilliant

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 5,000 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 primary responsibility of the Quality Assurance Specialist is to monitor and provide feedback on the quality of phone interactions with participants by evaluating calls of consultants/retirement advisors. This is to ensure compliance with policies and procedures, rules and regulations of the financial services industry.

Primary Responsibilities

Duties, Responsibilities & Essential Functions:

  • Provide continuous call evaluation feedback to retirement consultants/retirement advisors through written evaluations and review with their managers.

  • Document and escalate call monitoring issues to management as necessary.

  • Evaluate retirement consultant/retirement advisors calls using the quality monitoring data management system to compile and track performance at an individual level.

  • Extract and organize metrics to create month-end reporting and analysis on call monitoring results for internal quality reports, including the following: facilitate call calibration exercises to validate that calls are monitored consistently among the Technical Quality Assurance Specialists, formally update the Operating Committee regarding call monitoring trends and observations.

  • Partner with internal resources (Compliance, Legal, RISK, RSG LOD) to ensure training, resources and feedback includes thorough and accurate information; identify performance gap trends, conduct need/skill gap analysis, contribute to appropriate learning solutions and documentation support.

  • Review and update call evaluation methodologies based on industry and/or internal process changes.

  • Participate in various projects by assisting with organization of training related projects, which includes developing training materials, attending meetings, facilitating training for new hires as it relates to call evaluation methodology or other topics as necessary.

Qualifications

Education:

  • Bachelor s Degree in Finance or Accounting

Registrations / Certifications / Licensing Required:

  • FINRA Series 7 & other industry specific registrations/licenses required within GWRS established timelines.

Other Preferred Qualifications::

  • Minimum 7 years work experience

  • Experience working on sales-related financial analysis a plus

  • Working knowledge of retirement plan products preferred

  • Intermediate to Advanced modeling/forecasting skills using Excel

  • Sound reasoning and critical thinking

  • Excellent written and verbal communication skills

Physical Requirements/Working Conditions:

  • Normal Office Working Conditions. 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.


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Specialist Quality Assurance

Expired Job

Great West Retirement