Strategic Client Relationship Manager

Visa Hunt; United States; On-site; USD 89,170 - 111,460; Full time

Benefits offered by this job

Health, dental, vision and life ins.

401(k) Savings plan – company match up

Voya Retirement Plan – cash balance

Tuition reimbursement up to $5,250/yr

Paid time off – 20 days + holidays + D

Paid volunteer time — 40 hours/yr

Job summary

Voya Financial is seeking a results‑driven client services professional to manage a book of business, strengthen relationships with clients and brokers, and drive asset growth and satisfaction.

The role requires a Bachelor's degree (or equivalent) and at least 4 years in financial services or 2 years in defined contribution, with FINRA 6/7 and 63 and an insurance license. Occasional travel is expected.

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.

Responsibilities

• 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.

Skills

Customer Focused

Critical Thinking

Team Mentality

Business Acumen

Learning Agility

Education

Bachelor’s degree preferred or equivalent work experience

Tools

FINRA 6/7 and 63

State insurance license

Job description

Voya Financial is seeking a results‑driven client services professional to manage a book of business, strengthen relationships with clients and brokers, and drive asset growth and satisfaction.

The role requires a Bachelor's degree (or equivalent) and at least 4 years in financial services or 2 years in defined contribution, with FINRA 6/7 and 63 and an insurance license. Occasional travel is expected.