Plan Manager - Full Service TEM

Voya Financial; Connecticut; On-site; USD 57,000 - 72,000; Full time

Benefits offered by this job

Health & Life Insurance

401(k) Matching

Retirement Plan

Tuition Reimbursement

Paid Time Off

Volunteer Time

Job summary

Voya Financial, Inc. in the United States is seeking a client-focused professional to support sponsored plans and strengthen relationships with existing clients. You will serve as the primary contact for assigned plan sponsors, resolving complex service and communication issues, and coordinating solutions across internal teams.

You will also collaborate with sales, recordkeeping, and operations partners to support plan alignment, client retention, process improvement, and business results.

Qualifications

• High School Diploma or GED required.
• Three or more years of financial services industry experience.
• Customer service experience and demonstrated customer relationship skills.
• Bachelor’s degree in Business Administration or an equivalent combination of education and experience.
• Series 6 registration.

Responsibilities

• Serve as the primary customer contact for assigned sponsored plans.
• Resolve service and communication issues through direct engagement with plan sponsors, customers, and internal functional teams, including money-in, money-out, and technical services.
• Participate in relationship management activities with plan sponsors and customers.
• Collaborate with sales, recordkeeping, and operations teams to support plan alignment.
• Contribute to product development and process improvement initiatives.
• Resolve complex customer service and communication issues.
• Identify and support plan retention opportunities involving plan sponsors, distribution partners, and third‑party administrators.
• Support plan management 800-number calls as assigned.
• Perform other duties as assigned.

Skills

Customer Focused

Critical Thinking

Team Mentality

Business Acumen

Learning Agility

Education

High School Diploma or GED

Bachelor’s degree in Business Administration

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.

Get to Know the Opportunity:

Join a client-focused team responsible for supporting sponsored plans and strengthening relationships with existing clients. In this role, you will serve as a primary contact for assigned plan sponsors, resolve complex service and communication issues, and coordinate solutions across internal teams. You will also collaborate with sales, recordkeeping, and operations partners to support plan alignment, client retention, process improvement, and business results.

The Contributions You’ll Make:

• Serve as the primary customer contact for assigned sponsored plans.
• Resolve service and communication issues through direct engagement with plan sponsors, customers, and internal functional teams, including money-in, money-out, and technical services.
• Participate in relationship management activities with plan sponsors and customers.
• Collaborate with sales, recordkeeping, and operations teams to support plan alignment.
• Contribute to product development and process improvement initiatives.
• Resolve complex customer service and communication issues.
• Identify and support plan retention opportunities involving plan sponsors, distribution partners, and third‑party administrators.
• Support plan management 800-number calls as assigned.
• Perform other duties as assigned.

Minimum Knowledge & Experience:

• High School Diploma or GED required
• Three or more years of financial services industry experience.
• Customer service experience and demonstrated customer relationship skills.

Preferred Knowledge & Experience:

• Bachelor’s degree in Business Administration or an equivalent combination of education and experience.
• Series 6 registration

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.

$57,000 - $72,000 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 aboutCritical 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.