Wealth Consultant

godirect; Boston (MA); On-site; USD 95,000 - 119,000; Full time

Benefits offered by this job

Health, dental, vision and life ins.

401(k) Matching up to 6%

Voya Retirement

Job summary

Voya Financial in Boston, MA seeks a Retirement Services Advisor to be the first point of contact for separated from service participants and near retirees, guiding next steps for accounts within a FINRA/DOL fiduciary framework while educating on retirement programs.

The role consults, educates, and advises on appropriate actions (In Plan Advice, Account Consolidation, or Rollover/FA team), and serves inbound clients with investment guidance, aiming to enhance customer outcomes and retention.

Qualifications

• College degree is required.
• 3–5 years in financial services or related experience preferred.
• Licensure includes Series 6, 63, 7, 65/66 and CRPC designation.
• Strong ability to identify sales opportunities with a focus on customer retention.
• Solid understanding of retirement and retirement income planning and fiduciary standards.

Responsibilities

• Provide differentiated service to separated from service participants and near retirees with retirement readiness education.
• Consult, educate, and advise on the most appropriate action (In Plan Advice, Account Consolidation, or Rollover/FA team).
• Service general transactional needs for inbound callers including investment guidance/advice.
• Not responsible for individual product recommendations.
• Contribute to other duties and projects as assigned.

Skills

College degree

FINRA fiduciary standards

Retirement planning

Sales opportunity identification

Customer relationship management

Investment guidance

Education

College degree

Job description

Together we fight for everyone's opportunity for a better financial future.

We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough ... we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.

Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with - and those we acquire throughout our lives - are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.

Are you ready to join a company with a strong purpose and a winning culture?

Profile Summary:

Role is designed to be first point of contact for separated from service participants and/or near retirees to service immediate account needs. By doing so the goal is to identify the most appropriate outcome for the participant (stay in plan, roll to new plan, roll to IRA, cash out) in a FINRA/DOL best interests environment while providing education and creating awareness of Voya's retirement assistance programs.

Profile Description:

• Provide differentiated service to separated from service plan participants and those that are nearing retirement through an objective retirement readiness consultation and educational discussion. Primary clients are within the mass affluent segment of Voya's DC plan business.
• Consult, educate, and advise the most appropriate action based on the individual's retirement needs, wants and wishes. Once the best solution is identified the incumbent will partner with the appropriate area to implement the strategy (In Plan Advice, Account Consolidation or Rollover/FA team) as appropriate.
• Service all general transactional needs for inbound callers including investment guidance/advice.
• Not responsible for individual product recommendations.
• Other duties and projects as assigned.

Knowledge & Experience:

• College degree is required.
• Financial services or related experience of 3-5 years is preferred.
• Licensure will include Series 6, 63, 7, 65/66 and CRPC designation.
• Identified representative will show strong capability at identifying potential sales opportunities with an eye towards customer retention.
• Representative should show solid understanding of sales and customer relationship experience, retirement and retirement income planning, full adherence to FINRA/DOL fiduciary standards (including delivery of service against those standards) and will be dedicated to delivering an outstanding customer experience with every customer interaction.
• Maintains and applies expertise in insurance, securities, investments and related areas in order to provide direction, instruction and guidance to service clients.
• Full knowledge and understanding of Voya's retirement and other investment product offerings is required.

Compensation Pay Disclosure:

Voya is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities.

The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.

Actual compensation offered may vary from the posted salary range based upon the candidate's geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

$94,800 - $118,500 USD

Be Well. Stay Well.

Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.

What We Offer

• Health, dental, vision and life insurance plans
• 401(k) Savings plan - with generous company matching contributions (up to 6%)
• Voya Retirement