Strategic Mid-Market Client Relations Lead — Remote

Voya Financial, Inc.; Phoenix (AZ); Remote; USD 100,000 - 157,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Tuition reimbursement

Paid time off

Volunteer time

Job summary

Voya Financial, Inc. is seeking a Client Relationship Manager (CRM) who will ensure service delivery meets client expectations and drive client satisfaction, retention and plan optimization.

The role is an individual contributor position with work-from-home flexibility and nationwide coverage. You will meet with client executives and cross-functional teams to deliver solutions, manage renewals, and pursue growth across 401(k) offerings.

Qualifications

• 6+ years of experience in client service relationship management for defined contribution plans
• State insurance license must be obtained within 60-days of hire
• Strong understanding of 401(k) plans and investment background
• Travel – 35–50% of time; locations – nation-wide
• This position is work from home in a location that can cover the designated territory
• Industry certifications and FINRA licensing requirements

Responsibilities

• Relationship management: meet client stakeholders to develop trust-based relationships with executives, HR, brokers and TPAs
• Client retention and contract negotiations: RFIs/RFPs, pricing, SLAs
• Project management: coordinate internal resources and manage implementation dates
• Client growth: identify opportunities for organic growth and cross-sell Voya recordkeeping products

Skills

Relationship management

Client retention

Project management

Negotiation

Presentation skills

Education

Bachelor's degree

Tools

State insurance license

FINRA 6/7/63

Job description

Voya Financial, Inc. is seeking a Client Relationship Manager (CRM) who will ensure service delivery meets client expectations and drive client satisfaction, retention and plan optimization.

The role is an individual contributor position with work-from-home flexibility and nationwide coverage. You will meet with client executives and cross-functional teams to deliver solutions, manage renewals, and pursue growth across 401(k) offerings.