Strategic Client Relationship Manager

Voya Financial, Inc.; Illinois; Hybride; USD 99 000 - 124 000; Plein temps

Avantages offerts par ce poste

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k) with company match

Retirement plan

Tuition reimbursement

Paid time off

Volunteer time

Diversity Celebration Day

Résumé du poste

Voya Financial, Inc. is seeking a professional to manage new business implementation, asset retention and client satisfaction for an assigned book of business. You will maintain strong relationships with clients, brokers and TPAs while developing plans to grow assets and services.

The role involves consulting on investment issues, educating plan sponsors and supporting sales teams with presentations and product initiatives. Travel may be required as part of core responsibilities.

Qualifications

• Bachelor’s degree preferred or equivalent work experience.
• Minimum of 4 years of experience 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 list 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

Analytical skills

Organizational skills

Time management

Communication

Formation

Bachelor's degree or equivalent

Description du poste

Voya Financial, Inc. is seeking a professional to manage new business implementation, asset retention and client satisfaction for an assigned book of business. You will maintain strong relationships with clients, brokers and TPAs while developing plans to grow assets and services.

The role involves consulting on investment issues, educating plan sponsors and supporting sales teams with presentations and product initiatives. Travel may be required as part of core responsibilities.