Regional Coordinator - Intermediary

Voya Financial; Atlanta (GA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid time off

Tuition reimbursement

Job summary

Voya Financial is seeking a Regional Coordinator to work closely with Senior Regional Directors within the Intermediary Distribution team to advance the sales process. The role calls for strong relationship building, effective presentation skills, and solid knowledge of capital markets to position Voya IM products with Financial Advisors.

You will contribute to territory planning, client growth, and proactive outreach, leveraging CRM tools and sales protocols.

Qualifications

• Must have a 4-year degree or equivalent experience.
• 2–5 years of sales experience in Financial Services preferred.
• Strong written and verbal communication and attention to detail.

Responsibilities

• Collaborate with Senior Regional Director to improve team effectiveness and grow existing and new clients.
• Manage time and territory data, strategic planning, zone/rotation planning, priorities, scheduling, follow-up, and CRM documentation.
• Anticipate needs of Financial Advisor clients with preparation, profiling, positioning, follow-through and closing skills; communicate effectively via multiple channels.
• Articulate process, performance, and nuances of Voya’s products; discuss capital markets implications with Advisors.

Skills

Relationship building

Presentation skills

Capital markets knowledge

CRM proficiency

Excel

Sales software

Education

4-year degree

Tools

Excel

CRM software

Salesforce

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 –

Get to Know the Opportunity:

A successful Regional Coordinator (Internal Sales Representative) will work closely with our Senior Regional Directors (External Sales Representatives) within Voya Investment Management’s Intermediary Distribution team to further the overall sales process. A Regional Coordinator should possess strong relationship building skills, presentation skills, capital markets knowledge, understanding of Voya IM’s products and services as well as the ability to demonstrate consultative sales skills such as prospecting, probing and ultimately furthering the client journey through their position on the Sales Desk.

The Contributions You Will Make:

• Work collaboratively with the Senior Regional Director (External Sales Representative) to improve the effectiveness of the team and maximize territory sales efforts and attain sales goals by growing existing clients and developing new clients.




• Time and territory management activities such as assessing territory data and segmentation for best opportunities, strategic planning, zone/rotation planning, establishing priorities, schedule, follow up, and CRM documentation.




• Anticipate the needs of our Financial Advisor clients. Intentional preparation, profiling, positioning, follow through and closing skills. Ability to effectively communicate via phone, video, one-on-one, host group presentations, written and digital.




• Working knowledge of and the ability to articulate the process, performance and nuances of Voya’s products and services. Understanding of the capital markets and how they shape expectations of Voya investment products. Provide competitive analysis, with the ability to have in-depth conversations with Advisors on interpreting the results and positioning Voya products appropriately.




• Actively participate in comprehensive, ongoing training including data & technology, communication skills, product knowledge, leadership skills, territory management, client experience, collaborating and maximizing Firm resources and personal adaptability.




• Displays initiative to succeed and adapts to diverse and changing people and their needs. Accepts diverse perspectives and means of accomplishing goals. Ability to develop positive, professional, respectful relationships with Financial Advisor clients, peers, External, Centers of Influence, management, etc. Strong moral character. Strives to improve skills both with and without guidance. Steward of the Company Values.

Minimum Knowledge & Experience:

• Must have at least a 4-year degree from accredited college or university, or equivalent, relevant experience.




• 2 - 5 years of sales experience within the Financial Services industry preferred.




• Candidate should have strong working knowledge of popular sales software and Microsoft Office with an emphasis on Excel.




• Strong written/verbal communication skills and high attention to detail.

Preferred Knowledge & Experience:

• FINRA Series 7 and 63/65 or 66 are required for the role. If not currently held, must pass within 90 days of hire.




• Candidate should be professional, adaptable, collaborative, creative, self-motivated, organized, and responsible.




• Candidate should demonstrate an upbeat, positive attitude and have an ability to excel in a team environment.




• Candidate should demonstrate proficient time management, problem solving skills and follow up skills.

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.

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