Remote Client Relationship Manager - Financial Services

Voya Financial, Inc.; New Jersey; Hybride; USD 109 000 - 136 000; Plein temps

Avantages offerts par ce poste

Health, dental, vision and life plans

401(k) matching up to 6%

Tuition reimbursement up to $5,250/yr

Paid time off and holidays

Résumé du poste

Voya Financial, Inc. is seeking a skilled professional to manage relationships with key clients, brokers and TPAs, driving asset retention and growth for a defined book of business. The role supports client education campaigns and product initiatives, with a flexible remote work setup in New Jersey.

The position requires 4+ years in financial services (or 2+ years in defined contribution), FINRA licenses or state license, and strong analytical abilities. Travel is frequently expected.

Qualifications

• Minimum of 4 years in the financial services industry or 2 years within the defined contribution marketplace.
• FINRA Series 6 or 7 and 63 State insurance license
• Strong analytical, organizational and time management skills
• Ability to travel frequently

Responsabilités

• Maintain and strengthen relationships with key clients, distribution partners and TPAs
• Develop business plans that identify key clients and action steps to manage those relationships
• Consult with clients and brokers on investment issues including performance, diversification, style and suitability
• Work with plan sponsor to design participant education campaigns with the goal of increasing participation and contribution rates
• Assist sales representatives with sales presentations and act as subject matter expert in topics such as Voya Service Model, installation process, ongoing service and procedures
• Introduce and support new product and service initiatives

Connaissances

Relationship management

Financial services knowledge

Travel willingness

Client consultation

Formation

Bachelor's degree or equivalent

FINRA licenses or state license

Description du poste

Voya Financial, Inc. is seeking a skilled professional to manage relationships with key clients, brokers and TPAs, driving asset retention and growth for a defined book of business. The role supports client education campaigns and product initiatives, with a flexible remote work setup in New Jersey.

The position requires 4+ years in financial services (or 2+ years in defined contribution), FINRA licenses or state license, and strong analytical abilities. Travel is frequently expected.