Remote: Mid-Market Client Relationships Lead

Voya Financial, Inc.; Savannah (GA); Remote; USD 100,000 - 157,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k) with company match

Tuition reimbursement

Paid time off

Volunteer time

Job summary

Voya Financial, Inc. invites applications for a Client Relationship Manager (CRM). This individual contributor role ensures that our service strategy meets client expectations, with success measured by satisfaction, retention and plan optimization.

The CRM builds trusted relationships with client executives, HR, benefits professionals and brokers and guides investment conversations. Travel is required (35–50%), with work from home or any Voya location.

Qualifications

• Bachelor’s Degree or equivalent is required.
• State insurance license must be obtained within 60 days of hire.
• FINRA Series 6 or 7 and 63 licensing preferred/required.

Responsibilities

• Meet with client stakeholders to develop trust-based relationships.
• Consult with clients and brokers on investment issues.
• Lead cross-functional service team to execute plans and report metrics.
• Identify growth opportunities and lead RFP/bid processes.

Skills

Client management

Relationship management

Negotiation

Presentation

Written communication

Sales collaboration

Education

Bachelor’s Degree or equivalent

FINRA 6/7/63 licensing

Job description

Voya Financial, Inc. invites applications for a Client Relationship Manager (CRM). This individual contributor role ensures that our service strategy meets client expectations, with success measured by satisfaction, retention and plan optimization.

The CRM builds trusted relationships with client executives, HR, benefits professionals and brokers and guides investment conversations. Travel is required (35–50%), with work from home or any Voya location.