Inbound Retirement Services Advisor

godirect; United States; On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Paid training

Coaching

Job summary

Voya Financial is seeking agents to handle inbound calls and educate customers on retirement plans (401(k), 403(b), 457, 401(a)). You will respond to inquiries, build trusted relationships, and guide clients toward retirement goals with clear, friendly advice.

You will participate in up to eight weeks of paid training and ongoing coaching. The role emphasizes accurate information, customer satisfaction, and teamwork within a Fortune 500 retirement services environment.

Qualifications

• No formal degree or specific certifications required are stated in the ad.
• Strong communication and customer service mindset are implied by the inbound call duties.

Responsibilities

• Through inbound calls, you will be responsible for building relationships, educating customers on their retirement plans and responding to customer inquiries on Retirement Products and Plans such as 401(k), 403(b), 457, 401(a).
• Greet customers, explain product features and annuity plan concepts to customers, agents and beneficiaries.
• Strive for first call resolution and take ownership of customer needs and issues.
• Perform multiple tasks across systems to service customer accounts and troubleshoot questions.
• Voice your ideas for improving processes and contributing to a better customer experience.

Job description

Voya Financial is seeking agents to handle inbound calls and educate customers on retirement plans (401(k), 403(b), 457, 401(a)). You will respond to inquiries, build trusted relationships, and guide clients toward retirement goals with clear, friendly advice.

You will participate in up to eight weeks of paid training and ongoing coaching. The role emphasizes accurate information, customer satisfaction, and teamwork within a Fortune 500 retirement services environment.