Strategic Client Relationships Manager

godirect; Minneapolis (MN); Vor Ort; USD 99.000 - 124.000; Vollzeit

Benefits dieser Stelle

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k) match

Tuition reimbursement

PTO + holidays

Volunteer time

Zusammenfassung

Voya Financial in Minneapolis seeks a seasoned client relationship professional responsible for new business implementation, asset retention and growth of assets for an assigned book. You will strengthen relationships with clients, brokers and TPAs while developing strategic plans to maximize opportunities and ensure satisfaction.

The role requires finance experience, licenses and strong analytical skills, with frequent travel.

Qualifikationen

• Bachelor’s degree preferred or equivalent work experience.
• 4+ years in financial services or 2+ years in the defined contribution marketplace.
• FINRA Series 6/7 and 63 licenses.
• State insurance license.
• Strong analytical, organizational and time-management skills.
• Ability to travel frequently.

Aufgaben

• Responsible for new business implementation, asset retention, growth of assets and client satisfaction for assigned book of business.
• 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.

Kenntnisse

Financial services

Defined contribution

Relationship management

Travel availability

Analytical skills

Ausbildung

Bachelor’s degree preferred

Jobbeschreibung

Voya Financial in Minneapolis seeks a seasoned client relationship professional responsible for new business implementation, asset retention and growth of assets for an assigned book. You will strengthen relationships with clients, brokers and TPAs while developing strategic plans to maximize opportunities and ensure satisfaction.

The role requires finance experience, licenses and strong analytical skills, with frequent travel.