Strategic Client Relationship Manager – Financial Services

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

Avantages offerts par ce poste

Health insurance

401(k) Savings plan with company match

Retirement plan – cash balance (employ

Tuition reimbursement

Paid time off and holidays

Paid volunteer time

Résumé du poste

Voya Financial, Inc. in Bridgeport, CT is hiring for a role responsible for 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; develop business plans; advise on investments; partner with sponsors on education campaigns; support sales with presentations; and help roll out new products.

Qualifications

• Minimum of 4 years in the financial services industry or 2 years in 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; bachelor’s degree preferred.

Responsabilités

• Maintain and strengthen relationships with key clients, distribution partners, and third-party administrators (TPAs).
• Develop business plans that identify key clients and define action steps to effectively 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, installation process, ongoing service, and procedures.
• Introduce and support new product and service initiatives.

Connaissances

Analytical skills

Organizational skills

Time management

Travel flexibility

Formation

FINRA Series 6/7 and Series 63 within 90 days

State insurance license

Bachelor's degree preferred

High School Diploma or GED required

Description du poste

Voya Financial, Inc. in Bridgeport, CT is hiring for a role responsible for 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; develop business plans; advise on investments; partner with sponsors on education campaigns; support sales with presentations; and help roll out new products.