Connie Buhlke
Client Service Manager for Retirement Plans at Empower
- Role
- Client Services Manager at Empower
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Connie Buhlke
I joined Empower in February of 1998. My current position is Client Service Manager for 401(a/k), 403(b), 457 clients. I have more than 30 years of experience in the retirement plan industry and have been responsible for a variety of functions including managing a sales and service call center, administering the Empower IRA, holding group meetings/retirement/education seminars for school districts and hospitals, and servicing the everyday needs of plan participants, plan sponsors, brokers, client relationship managers, third party administrators and internal clients. Prior to joining Empower, I worked for Lincoln Trust Company for five years. I was an Account Executive and Marketing Associate, selling and servicing self-directed IRAs for high net worth clients that maintained both traditional and unique assets in their portfolios. I currently maintain FINRA Series 6. I also previously held my FINRA Series 63 and 26 (Supervising Principal) licenses as well as Life, Health, and Variable Insurance licenses in all 50 states during the time that my responsibilities included managing a sales and service call center and holding group enrollment meetings.
Experience
Client Services Manager
Oct 2012 — Present · Denver, CO, US
Skills
- Management
- Relationship Management
- Finra
- Retirement Planning
- Financial Advisory
- Retirement Plan Consulting
- Financial Planning
- Series 7
- Customer Service
- 401k
- Financial Services
- Investments
- Securities
- Strategic Financial Planning
- Mutual Funds
- Insurance
- Employee Benefits
- Retirement
- Defined Benefit
- Bonds
- Investment Strategies
- Sales
- Finra Series 6
- Investment Advisory
- Iras
- Life Insurance
- Series 6
- Series 63
- Asset Allocation
- Fixed Annuities
- Marketing
- Pensions
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.