Strategic Client Relations Manager – Retirement Plans

Voya Financial, Inc.; Georgia; Presencial; USD 63.000 - 106.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

401(k) Savings plan

Voya Retirement Plan

Tuition reimbursement up to $5,250

Paid time off – 20 days + holidays + D

Paid volunteer time — 40 hours

Descripción de la vacante

Voya Financial, Inc. is seeking a role focused on new business implementation, asset retention, asset growth, and client satisfaction across an assigned book of business.

You will maintain strong relationships with clients, brokers and TPAs while developing plans and educating sponsors to boost participation and contributions. The ideal candidate brings 4+ years in financial services (or 2+ years in defined contribution), FINRA licenses within 90 days, and a state insurance license.

Formación

• Minimum of 4 years in financial services or 2 years in 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.

Responsabilidades

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

Conocimientos

Analytical

Organizational skills

Time management

Travel ready

Educación

High School Diploma or GED

Bachelor’s degree preferred

Descripción del empleo

Voya Financial, Inc. is seeking a role focused on new business implementation, asset retention, asset growth, and client satisfaction across an assigned book of business.

You will maintain strong relationships with clients, brokers and TPAs while developing plans and educating sponsors to boost participation and contributions. The ideal candidate brings 4+ years in financial services (or 2+ years in defined contribution), FINRA licenses within 90 days, and a state insurance license.