Todd Horning Email & Phone Number

Greenwood Village, Co

Responsible for proactively educating participants on opportunities to increase their savings and improve their retirement readiness, including assisting participants with incoming rollovers into their current employer’s retirement plan with Great-West Financial.• Initiate sales activity through proactive out bound marketing calls to participants in employer sponsored plans. Pro-actively contact current retirement plan participants to educate and provide solutions related to incoming roll over options• Answer and respond appropriately to operational and procedural inquiries from current retirement plan participants via inbound/outbound calls in-order to identify and/or close a sales opportunity• Initiate proactive/follow-up phone calls to the participant and previous retirement plan provider to facilitate the necessary process to transfer assets to Great-West Retirement Solution products• Develop, maintain and foster positive/enhanced working relationships with participants

Greater Denver Area

FP Services Department processes new broker dealer set-up/maintenance, new advisor set-up/maintenance, client billing and FP Fee payouts.• Coordinates workflow and allocates work within the team• Organizes and conducts team meetings to communicate business information • Conducts performance evaluations• Assures that all functions are performed within regulatory guidelines and company procedures• Strategically identifies opportunities for process improvements, makes recommendations to senior management and implements their decisions accordingly• Provides direction and guidance to associates and coordinates training; both on-the-job and formal training opportunities • Establishes, implements, and documents new procedural changes and communicates changes to senior management in a timely manner• Performs functional work for the team as needed to meet business objectives• Acts as a communication point for IT Service Request, software enhancements and weekend deployments• Skilled in coordinating and facilitating all internal and external audit requests

Denver, Co

The New Accounts Department is responsible for opening and maintaining all customer account information.• Capable of opening new accounts via automated and manual process• Proficient at monitoring the Curian work queue for signature status and able to assure all customer account information is received in a timely manner• Experienced in administering model changes, managing account restrictions, tax harvesting, and miscellaneous maintenance of client accounts• Competent in organizing and accurately distributing all incoming physical mail for Curian

Denver, Co

The Operations Associate processes standard client and producer transactions and ensures all information is in “good order” for processing.• Consistently provide excellent customer service by educating agents and clients about Variable Annuity products and investment options• Responsible for identifying missing requirements, inputting policy information into systems, and providing timely follow up for the agents and third party companies• Initiates transfers and applies cash to the appropriate policy