Voya Financial, Inc

Client Relationship Manager

Voya Financial, Inc$99K — $123K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree preferred or equivalent work experience
  • Minimum of 4 years in financial services or 2 years in defined contribution marketplace
  • Holds FINRA series 6 or 7 and 63 certifications
  • Possesses a state insurance license
  • Strong analytical, organizational, and time management skills
  • Willingness to travel frequently

Responsibilities

  • Maintain and strengthen key client and partner relationships
  • Develop and implement business plans targeting key clients
  • Consult on investment performance, diversification, and suitability
  • Design participant education campaigns to boost engagement
  • Support sales presentations as a subject matter expert
  • Introduce and advocate for new product and service initiatives

Benefits

  • Health, dental, vision, and life insurance plans
  • 401(k) savings plan with up to 6% company match
  • Employer-paid cash balance retirement plan (4%)
  • Tuition reimbursement up to $5,250/year
  • 20 days paid time off plus nine company holidays
  • Paid volunteer time - 40 hours per calendar year
Full Job Description
Profile Summary:

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

Profile Description:
  • 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


Knowledge & Experience:
  • 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


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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.

$99,090 - $123,860 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 Plan - employer paid cash balance retirement plan (4%)
  • Tuition reimbursement up to $5,250/year
  • Paid time off - including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
  • Paid volunteer time - 40 hours per calendar year


Learn more about Voya benefits (download PDF)

Critical Skills

At Voya, we have identified the following critical skills which are key to success in our culture:
  • Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
  • Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
  • Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
  • Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
  • Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.


Learn more aboutCritical Skills

About Voya Financial, Inc

Voya Financial, Inc. is an American financial, retirement, investment, and insurance company based in New York City. The company was formed in 1991 as ING U.S., Inc. and was renamed Voya Financial in 2014. Voya Financial operates in the United States and has more than 6,000 employees. The company provides retirement, investment, and insurance solutions to individuals and businesses.
Learn more about Voya Financial, Inc
Size
6,000 employees
Market Cap
$5.8 billion
Industry
Net Income
-$206 million
Founded
1991
5 Year Trend
-13.7%
Revenue
$7.7 billion
NASDAQ

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