Client Relationship Manager - 401k

Voya Financial; United States; A distancia; USD 99.000 - 124.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health, dental, vision and life plans

401(k) Savings plan with company match

Voya Retirement Plan – employer paid 4

Tuition reimbursement up to $5,250/yr

Paid time off – 20 days + holidays + D

Diversity Celebration Day

Descripción de la vacante

Voya Financial, Inc. is seeking a skilled professional to manage new business implementation, asset retention, and client satisfaction for an assigned book of business in the United States.

You will maintain relationships with clients and partners, consult on investment issues, and help design campaigns to boost participation and contributions. You will collaborate with sales teams, act as a subject matter expert on service models, and support new product initiatives while traveling to meet

Formación

• 4+ years in financial services or 2 years in defined contribution marketplace.
• Strong analytical, organizational and time-management skills.
• Ability to travel frequently.

Responsabilidades

• Maintain and strengthen relationships with key clients, distribution partners and TPAs.
• Develop business plans that identify key clients and actions to manage relationships.
• Consult with clients and brokers on investment issues including performance, diversification, style and suitability.
• Design participant education campaigns with the goal of increasing participation and contribution rates.
• Assist sales representatives with sales presentations and act as subject matter expert on topics such as Voya Service Model, installation process, ongoing service and procedures.
• Introduce and support new product and service initiatives.

Conocimientos

Relationship management

Client consultation

Travel frequently

Educación

Bachelor’s degree or equivalent work experience

FINRA Series 6/7 and 63

State insurance license

Descripción del empleo

Profile Summary:

Responsible for new business implementation, asset retention, growth of assets and client satisfaction for assigned book of business.

Profile Description:

• Maintain and strengthen relationships with key clients, distribution partners and TPAs
• Develop business plans that identify key clients and list action steps to manage those relationships
• Consult with clients and brokers on investment issues including performance, diversification, style and suitability
• Work with plan sponsor to design participant education campaigns with the goal of increasing participation and contribution rates
• Assist sales representatives with sales presentations and act as subject matter expert in topics such as Voya Service Model, installation process, ongoing service and procedures
• Introduce and support new product and service initiatives

Knowledge & Experience:

• Bachelor’s degree preferred or equivalent work experience
• Minimum of 4 years of experience in the financial services industry or 2 years within the defined contribution marketplace
• FINRA series 6 or 7 and 63
• State insurance license
• Strong analytical, organizational and time management skills
• Ability to travel frequently

Compensation Pay Disclosure:

Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities.

The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.

Actual compensation offered may vary from the posted salary range based upon the candidate’s geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

$99,090 - $123,860 USD

Be Well. Stay Well.

Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That’s why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.

What We Offer

• Health, dental, vision and life insurance plans
• 401(k) Savings plan – with generous company matching contributions (up to 6%)
• Voya Retirement Plan – employer paid cash balance retirement plan (4%)
• Tuition reimbursement up to $5,250/year
• Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
• Paid volunteer time — 40 hours per calendar year

Learn more about Voya benefits (download PDF)

Critical Skills

At Voya, we have identified the following critical skills which are key to success in our culture:

• Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
• Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
• Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
• Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
• Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Learn more about Critical Skills

Equal Employment Opportunity

Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.

Reasonable Accommodations

Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.

Misuse of Voya’s name in fraud schemes