Strategic Client Relations Leader

Voya Financial, Inc.; Hartford (CT); Sur place; USD 63 000 - 106 000; Plein temps

Avantages offerts par ce poste

Health insurance

401(k) matching program

Retirement plan

Tuition reimbursement

Paid time off

Résumé du poste

Voya Financial, Inc. in Hartford, CT seeks a role focused on new business implementation, asset retention, asset growth, and client satisfaction across an assigned book of business.

You will maintain relationships with clients, brokers, and TPAs, and develop plans to enhance participation and contribution rates. The position requires 4+ years in financial services (or 2+ in defined contribution), FINRA licenses within 90 days, and a state insurance license.

Qualifications

• Minimum of 4 years of experience in the financial services industry or 2 years of experience within the defined contribution marketplace.
• FINRA Series 6 or 7 and Series 63 required within 90 days.
• State insurance license.
• Strong analytical, organizational, and time management skills.
• Ability to travel frequently.
• High School Diploma or GED required; bachelor’s degree preferred.

Responsabilités

• Maintain and strengthen relationships with key clients, distribution partners, and TPAs.
• Develop business plans that identify key clients and define action steps to manage those relationships.
• Consult with clients and brokers on investment topics, including performance, diversification, investment style, and suitability.
• Partner with plan sponsors to design participant education campaigns focused on increasing participation and contribution rates.
• Support sales representatives with presentations and serve as a subject matter expert on topics such as the Voya Service Model and installation process.
• Introduce and support new product and service initiatives.

Connaissances

Client relationship mgmt

Analytical skills

Time management

Travel willingness

Communication

FINRA licenses

Insurance license

Formation

High School Diploma

Bachelor's degree preferred

Outils

FINRA Series 6/7

Series 63

Insurance license

Description du poste

Voya Financial, Inc. in Hartford, CT seeks a role focused on new business implementation, asset retention, asset growth, and client satisfaction across an assigned book of business.

You will maintain relationships with clients, brokers, and TPAs, and develop plans to enhance participation and contribution rates. The position requires 4+ years in financial services (or 2+ in defined contribution), FINRA licenses within 90 days, and a state insurance license.