Retirement Plan Specialist — Education & Advisory (Travel)

Voya Financial, Inc.; United States; Remote; USD 71,000 - 88,000; Full time

Benefits offered by this job

Health + dental + vision + life

401(k) with company match

Voya Retirement Plan

Tuition reimbursement

Paid time off + holidays

Volunteer time off

Job summary

Voya Financial, Inc. is seeking a Retirement Plan Specialist for the Tax Exempt Market to deliver on-site education for plan sponsor participants and conduct individual advisory sessions. You will collaborate with plan sponsors, administration, and legal to resolve issues and boost participant engagement.

The role requires 3+ years in retirement/financial services, a bachelor’s degree or equivalent, and FINRA licenses. Travel is required along with strong communication and organizational skills.

Qualifications

• Minimum 3 years of experience in retirement/financial services.
• Bachelor’s degree or equivalent experience.
• FINRA Series 6 or 7 and 63, 65.
• Strong interpersonal & communication skills.
• Identifies and resolves problems in a timely manner; Gathers and analyzes information and develops alternative solutions.
• Looks for ways to improve and promote quality.
• Strong organization skills; demonstrates accuracy and thoroughness.

Responsibilities

• Deliver on-site education for Plan Sponsor Participants. Conduct educational seminars/webinars focusing on Plan features and investments, as well as general investment-oriented and retirement-related seminars.
• Meet one-on-one to conduct financial advisory investment counseling sessions with employees and retirees.
• Interface with Plan Administration, legal counsel, and Plan Sponsors to identify, resolve, and respond to participant issues.
• Work with Plan Sponsors to increase participation among their employees.
• Contribute to the development and implementation of presentation material.
• Assist in scheduling retirement seminars/one-on-one appointments.
• Maintain compliance with all firm and FINRA regulatory requirements.
• May provide guidance and training to more junior staff
• Additional responsibilities may be assigned

Skills

Interpersonal skills

Communication skills

Travel willingness

Customer focus

Problem solving

Attention to detail

Organizational skills

Education

Bachelor’s degree or equivalent experience

Job description

Voya Financial, Inc. is seeking a Retirement Plan Specialist for the Tax Exempt Market to deliver on-site education for plan sponsor participants and conduct individual advisory sessions. You will collaborate with plan sponsors, administration, and legal to resolve issues and boost participant engagement.

The role requires 3+ years in retirement/financial services, a bachelor’s degree or equivalent, and FINRA licenses. Travel is required along with strong communication and organizational skills.