Financial Services Client Relationship & Growth Specialist

Voya Financial, Inc.; Minneapolis (MN); On-site; USD 63,000 - 106,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Tuition reimbursement

Paid time off

Job summary

Voya Financial, Inc. is seeking a role focused on new business implementation, asset retention, growth, and client satisfaction for an assigned book of business.

You will maintain relationships with clients, brokers, and TPAs, and develop plans to strengthen these partnerships, while advising on investment topics and helping sponsors educate participants. The position requires 4+ years in financial services (or 2+ in defined contribution), FINRA licenses within 90 days, and a state insurance

Qualifications

• Minimum 4 years of experience in financial services or 2 years in defined contribution marketplace.
• Strong analytical, organizational and time management skills.
• Ability to travel frequently.
• FINRA Series 6 or 7 and Series 63 required within 90 days.
• State insurance license.
• Bachelor’s degree preferred.

Responsibilities

• Maintain and strengthen relationships with key clients, distribution partners, and TPAs.
• Develop business plans identifying key clients and action steps to manage relationships.
• Consult with clients and brokers on investment topics including performance, diversification, and suitability.
• Partner with plan sponsors to design education campaigns to increase participation and contribution rates.
• Support sales reps with presentations and serve as SME on Voya Service Model and installation process.

Skills

Client relationship management

Analytical skills

Time management

Travel readiness

Education

High School Diploma or GED

Bachelor’s degree preferred

Insurance license

Job description

Voya Financial, Inc. is seeking a role focused on new business implementation, asset retention, growth, and client satisfaction for an assigned book of business.

You will maintain relationships with clients, brokers, and TPAs, and develop plans to strengthen these partnerships, while advising on investment topics and helping sponsors educate participants. The position requires 4+ years in financial services (or 2+ in defined contribution), FINRA licenses within 90 days, and a state insurance