Junior Associate Client Advisor - Insurance Solutions

Voya Financial, Inc.; New York (NY); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Health, dental, vision insurance

401(k) matching

Tuition reimbursement

Paid time off

Job summary

Voya Financial, Inc. in New York seeks an Insurance Solutions Associate Client Advisor to support asset management sales for insurance clients.

You will collaborate with the sales, client service, and marketing teams to grow relationships and distribute fixed income, alternatives and equities solutions. The role requires an undergraduate degree with 2+ years in asset management, strong interpersonal and analytical skills, and experience with project management and MS Office.

Qualifications

• Undergraduate degree with 2+ years in asset management or insurance.
• Ability to learn complex investment concepts and communicate clearly.
• Strong collaboration with cross-functional teams and clients.
• Proficiency with MS Office and internal systems.

Responsibilities

• Support sales and distribution of Fixed Income, Alternatives and Equities.
• Maintain and expand client relationships with strategy initiatives.
• Conduct client, industry and market research for the team.
• Collaborate with partners across investment, client service and marketing.

Skills

Interpersonal skills

Teamwork

Project management

Analytical skills

Microsoft Office

Series 7/63 readiness

Asset management knowledge

Education

Bachelor’s degree in a relevant field

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? Start your Voyage – Apply Now Get to Know the Opportunity The Insurance Solutions Associate Client Advisor will work closely with a specialized team of insurance asset management sales professionals to support our asset management sales and advisory efforts with insurance companies. This person will work closely with the entire value chain of business partners (investment, client service, marketing, consultant coverage, RFP, and operational teams) to accomplish our business growth objectives. The Contributions You Will Make Provide support to all senior members of the Insurance Solutions team to cover marketing and distribution of Fixed Income Solutions as well as Alternatives and Equities. The chosen candidate will be a vital component for both retaining and bringing in new sales in these areas. Maintain and partner with the Sales team to help support the expansion of existing client relationships with new strategies. Be responsible for client, industry, and market research. Develop a strong internal network and a deep understanding of Voya’s offerings and the problems they can solve for clients. Minimum Knowledge and Experience An enthusiastic self-starter who is passionate about developing knowledge in one of the fastest growing areas of the asset management industry and connecting with people. Undergraduate degree with 2+ years of work experience within the (insurance or institutional) asset management industry. Demonstrated ability to learn complex investment/product concepts. Excellent interpersonal skills and effective teamwork skills. Excellent awareness of interdepartmental relationships. Strong project management, organizing, planning, and presentation skills. Strong analytical skills and a background in creative problem solving. Demonstrated ability to work effectively in a deadline-driven environment without compromising accuracy and quality of output. Strong sense of ownership of projects and tasks. Openness to new ideas and acquiring new skills to retain a competitive advantage. Specialist knowledge in Fixed Income and/or alternatives preferred. Superior written and verbal communication skills. Proficiency with Microsoft Office products. Series 7 and 63 licenses are not a prerequisite but are required within 90 days of filling the position. Financial/Asset Management educational support will be provided where necessary. Location: New York or Atlanta preferred, but option to work remotely. Willingness to travel as needed. Preferred Knowledge and Experience Experience at a multi-strategy firm preferred. Willingness to pursue/attainment an MBA or MS in Finance a plus. Willingness to pursue CFA designation or having passed CFA Level 1 is a plus. #LI-BMS 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. $70,000 to $80,000 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 Voya Financial, Inc., is a leading retirement, employee benefits and investment management company. Voya’s services and solutions help clear the path to financial confidence and a more fulfilling life for individual, workplace and institutional clients, supporting more than 18 million customer relationships. Certified as a “Great Place to Work” by the Great Place to Work® Institute, Voya fosters a culture that values customer centricity, integrity, accountability, agility and inclusivity. Together with customers and partners, Voya employees fight for everyone's opportunity for a better financial future. For more information visit https://www.voya.com/ Voya’s values serve as our compass, bringing together our culture, performance, brand, vision, strategy and corporate responsibility activities. Our values guide our decision-making and behaviors allowing us to deliver worth to our customers, distribution partners, shareholders and each other. With a lens on balance, health & welfare, our work environment offers flexibility. The majority of our roles have adopted a hybrid schedule — working some days in the office and some days remotely, providing flexibility for work-life balance and still allowing the benefit of in-person collaboration. Some functions will continue to be 100% on-site and others may be fully remote, depending on business needs. We care We do the right thing We have customer passion We have a winning spirit We are the We Certified by the Great Place to Work® Institute as a Great Place to Work® for the 10th consecutive year, Voya is equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible. Voya’s culture is proudly recognized by multiple organizations. See a full listing of our awards and recognition.