Client Relationship Manager-Retirement

Voya Financial; San Francisco (CA); Remote; USD 60,000 - 101,000; Full time

Job summary

Voya Financial is seeking a Client Relationship Manager-Retirement in San Francisco. This role focuses on enhancing client satisfaction and asset retention through strategic relationship management and consulting. Candidates should have significant experience in the financial services industry, with strong analytical and organizational skills.

Benefits

Health, dental, vision and life insurance

401(k) Savings plan with company matching

Tuition reimbursement up to $5,250/year

20 days paid time off

Flexible Diversity Celebration Day

40 hours paid volunteer time

Qualifications

• At least 4 years in financial services or 2 years in the defined contribution market.
• Must have FINRA series 6 or 7 and 63.
• State insurance license required.

Responsibilities

• Maintain and strengthen relationships with clients and partners.
• Develop business plans for managing client relationships.
• Consult on investment issues including performance and suitability.

Skills

Analytical skills

Organizational skills

Time management skills

Customer Focused

Critical Thinking

Education

Bachelor’s degree

Job description

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Together we fight for everyone’s opportunity for a better financial future.

We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.

Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.

Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply Now

Get To Know The Opportunity

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

Please Note: Work location for this role is FLEXIBLE! This position allows 100% remote work from home.

The Contributions You’ll Make

• 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
  
  

Minimum Knowledge & 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
  
  

Preferred Knowledge & Experience

• Bachelor’s degree preferred or equivalent work experience
  
  

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.

$60,450 - $100,760 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

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Insurance and Financial Services

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