Enroller, Retirement Services

NAC Voya Services Company; Seattle (WA); On-site; USD 71,000 - 88,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Retirement plan contributions

Tuition reimbursement

Paid time off

Volunteer time

Job summary

Voya Financial is seeking a Retirement Plan Specialist for the Tax Exempt Market to deliver on-site education to Plan Sponsor participants and conduct individual advisory sessions. You will coordinate with plan administrators and legal teams to resolve issues and boost participant participation.

The role requires a minimum of 3 years in retirement/financial services, a bachelor’s degree, and FINRA licenses.

Qualifications

• Minimum 3 years of retirement/financial services experience.
• Bachelor's degree or equivalent experience.
• FINRA Series 6/7 and 63, 65 licenses.
• Strong interpersonal & communication skills.
• Identifies and resolves problems in a timely manner; gathers and analyzes information and develops alternative solutions.
• Looks for ways to improve and promote quality.
• Strong organization skills; demonstrates accuracy and thoroughness.
• Ability to travel.

Responsibilities

• Deliver on-site education for Plan Sponsor Participants; conduct educational seminars/webinars on plan features and investments.
• Conduct one-on-one financial advisory sessions with employees and retirees.
• Interface with Plan Administration, legal counsel, and Plan Sponsors to address participant issues.
• Work with Plan Sponsors to increase participation among their employees.
• Contribute to development and implementation of presentation material.
• Assist in scheduling retirement seminars/appointments.
• Maintain compliance with all FINRA and firm requirements.
• May train junior staff.

Skills

Interpersonal skills

Communication skills

Travel ability

Problem solving

Attention to detail

Organization

Education

Bachelor's degree

Tools

FINRA licenses (6/7, 63, 65)

Job description

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?

Profile Summary

Retirement Plan Specialist for the Tax Exempt Market

Profile Description

• Deliver on-site education for Plan Sponsor Participants. Conduct educational seminars/webinars focusing on Plan features and investments, as well as general investment-oriented and retirement-related seminars.
• Meet one-on-one to conduct financial advisory investment counseling sessions with employees and retirees.
• Interface with Plan Administration, legal counsel, and Plan Sponsors to identify, resolve, and respond to participant issues.
• Work with Plan Sponsors to increase participation among their employees.
• Contribute to the development and implementation of presentation material.
• Assist in scheduling retirement seminars/one-on-one appointments.
• Maintain compliance with all firm and FINRA regulatory requirements.
• May provide guidance and training to more junior staff
• Additional responsibilities may be assigned

Knowledge & Experience

• Minimum 3 years of experience in retirement/financial services
• Bachelor's degree or equivalent experience
• FINRA Series 6 or 7 and 63, 65
• Strong interpersonal & communication skills
• Identifies and resolves problems in a timely manner; Gathers and analyzes information and develops alternative solutions
• Looks for ways to improve and promote quality
• Strong organization skills; demonstrates accuracy and thoroughness
• Ability to travel

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.

$70,530 - $88,160 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

Critical Skills

• 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 understa