Voya Financial, Inc

VP, Senior Regional Director - Intermediary

Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 8+ years of sales experience in wholesaling mutual funds, SMAs, and alternative products
  • Proven success in consultative selling of Open-End Funds and private/public alternative investments
  • Demonstrated territory growth over multiple years
  • Experience selling to RIAs in New Jersey is required
  • Strong organizational and technical skills
  • Exceptional presentation and clear communication skills
  • Series 7 and 66 licenses required
  • Must reside in the New Jersey territory.

Responsibilities

  • Strategically plan sales resources to maximize territory sales
  • Manage an active pipeline and document all meeting activity in CRM
  • Budget expenses efficiently
  • Collaborate with internal wholesalers to drive sales and identify leads
  • Work with different Voya business lines to enhance enterprise value
  • Travel as necessary for in-person meetings and conferences
  • Conduct 20-25 appointments weekly, including one-on-one meetings and presentations.

Benefits

  • Health, dental, vision, and life insurance plans
  • 401(k) Savings plan with company matching contributions up to 6%
  • Employer-paid cash balance retirement plan contribution of 4%
  • Tuition reimbursement up to $5,250/year
  • 20 days paid time off and nine paid company holidays
  • Flexible Diversity Celebration Day and 40 hours of paid volunteer time annually.
Full Job Description
Get to Know the Opportunity

The ideal SRD (Senior Regional Director) candidate will be a successful, polished, and highly motivated professional with an established track record of raising assets within the Intermediary channel. The candidate must possess the highest professional standards to represent Voya Investment Management in the New Jersey Region. It is preferred that this candidate will have deep experience selling to RIAs, as well as Wirehouse and Independent Broker Dealers. This candidate will be responsible for territory sales, positive net cash flow, building new relationships and managing existing relationships with advisors in their geographic market. Sales are driven through segmentation of advisors, a consultative sales approach, meetings, conferences, and training workshops. The successful candidate will be expected to have a demonstrated track record of success, and a set of strong and developed client relationships in the New Jersey market.

The Contributions You Will Make
  • Strategically plan and manage resources to maximize territory sales using industry and firm data, and prioritizing advisors.
  • Develop and manage a strong and active pipeline and success record all meeting activity in a timely manner within our CRM.
  • Responsible for budgeting expenses efficiently.
  • Work in conjunction with a Regional Coordinator (internal wholesaler) to drive sales through geographically distinct, or select segmented firms, to identify and foster leads generated from segmentation, referrals, ad campaigns, and territory canvassing.
  • Partner with other lines of business within Voya, such as DCIO, Workplace Solutions and NQDC to drive synergies and enhance firm enterprise value.
  • Travel required, including overnight stays, where applicable.
  • Minimum of 20-25 appointments per week in the field conducting one on one meetings, presentations and attending conferences; virtual meetings are permitted when requested.
  • Territory is New Jersey.


Minimum Knowledge and Experience
  • 8+ years of sales experience wholesaling mutual funds, SMAs and Alternative products in territory.
  • Established a successful track-record of consultative selling of Open-End Funds, SMAs, private and public alternative investments.
  • Proven ability to grow a territory as measured by sales and persistency of business over multiple years.
  • Experience selling to RIAs in geographic market is required.
  • Strong organizational and technical skills required, as well as the ability to quickly grasp new concepts.
  • Exceptional presentation skills.
  • A collaborative team-player with a strong ability to work independently and ability to communicate clearly and concisely. This candidate will partner internally with the DCIO, Workplace Solutions and NQDC businesses to deliver enterprise value.
  • Thorough knowledge of sales and marketing principles and practices.
  • Series 7, 66 licenses required.
  • Candidate must reside in territory.


#LI-BMS

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.

$100,000 USD base salary plus monthly commissions and annual bonus opportunities

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:
  • Critical Thinking:
  • Team Mentality:
  • Business Acumen:
  • Learning Agility:


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

Similar Jobs

More Jobs at Voya Financial, Inc

More Finance & Insurance Jobs

Find similar VP, Senior Regional Director - Intermediary jobs: