Internal Client Relationship Manager-Retirement

Voya Financial, Inc.; Minneapolis (MN); Presencial; USD 63 000 - 106 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health insurance

401(k) plan

Tuition reimbursement

Paid time off

Resumo da oferta

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

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Client relationship management

Analytical skills

Time management

Travel readiness

Formação académica

High School Diploma or GED

Bachelor’s degree preferred

Insurance license

Descrição da oferta de emprego

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.

Get To Know The Opportunity

This role is responsible for new business implementation, asset retention, asset growth, and client satisfaction across an assigned book of business.

The Contributions You’ll Make

• Maintain and strengthen relationships with key clients, distribution partners, and third-party administrators (TPAs).
• Develop business plans that identify key clients and define action steps to effectively manage those relationships.
• Consult with clients and brokers on investment topics, including performance, diversification, investment style, and suitability.
• Partner with plan sponsors to design participant education campaigns focused on increasing participation and contribution rates.
• Support sales representatives with presentations and serve as a subject matter expert on topics such as the 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 of experience within the defined contribution marketplace.
• FINRA Series 6 or 7 and Series 63 required within 90 days.
• State insurance license.
• Strong analytical, organizational, and time management skills.
• Ability to travel frequently.
• High School Diploma or GED required; bachelor’s degree preferred.

Preferred Knowledge & Experience

• Additional experience supporting client relationships, defined contribution plans, or retirement plan services is valued.

How This Role Aligns To Our Core Four

Voya’s Core Four shape how we serve our customers and work together, and this role brings those expectations to life through strong client partnership and disciplined service delivery.

• Instill Customer Obsession: Strengthen client, broker, and partner relationships by delivering responsive service and solutions that support client satisfaction, asset retention, and growth.
• Transform with Automation/AI: Use available automation and AI tools responsibly to reduce friction and improve the quality and efficiency of client support, analysis, and preparation.
• Drive Higher Performance Through Our People: Partner effectively with sales representatives, plan sponsors, distribution partners, and TPAs to create clarity and deliver strong outcomes.
• Execute on the Fundamentals: Maintain consistent, high-quality execution across implementations, ongoing service, investment discussions, and new product or service initiatives.

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.

$63,470 - $105,800 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.

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