Voya Financial, Inc

VP, Senior Regional Director - Intermediary

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

Qualifications

  • 8+ years of proven sales experience in wholesaling mutual funds, SMAs, ETFs, and alternative investments.
  • Established relationships with Wirehouse, Regional, Independent Broker Dealers, and RIAs in the Washington and Oregon Regions.
  • Strong organizational and technical skills related to capital markets and investment products.
  • Exceptional presentation and communication skills, both written and verbal.
  • Licenses: Series 7 and 66 required, with residency in the assigned territory.

Responsibilities

  • Strategically manage resources and prioritizing advisors to maximize sales.
  • Develop and maintain a robust sales pipeline, recording all activities in CRM systems.
  • Budget operational expenses efficiently to optimize costs.
  • Collaborate with internal wholesalers to identify leads and drive sales across segmented firms.
  • Partner with various lines of business to enhance firm synergies and value.
  • Conduct a minimum of 20 appointments weekly, including meetings and conferences; virtual options available.

Benefits

  • Health, dental, vision, and life insurance plans.
  • 401(k) Savings plan with generous company matching contributions.
  • Voya Retirement Plan with 4% employer-paid cash balance contributions.
  • Tuition reimbursement program up to $5,250 per year.
  • Generous paid time off policy including 20 days and additional holidays.
Full Job Description
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 Washington and Oregon Region. It is preferred that this candidate will have deep experience selling to Wirehouse, Regional, Independent Broker Dealers, and RIAs. This candidate will be responsible for territory sales, run rate revenue, positive net cash flow, building new relationships and managing and deepening 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 Washington and Oregon 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 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 alternative specialist, DCIO, Workplace Solutions and NQDC to drive synergies and enhance firm enterprise value. • Travel required, including overnight stays, where applicable. • Minimum of 20 appointments per week in the field conducting one-on-one meetings, presentations and attending conferences; virtual meetings are permitted when requested. Minimum Knowledge and Experience • Proven consultative sales professional with 8+ years of success wholesaling mutual funds, SMAs, ETFs, model portfolios, and private and public alternative investments, delivering strong results across assigned territories. • Proven ability to grow a territory as measured by sales and persistency of business over multiple years. • Develop and maintain strong relationships across all channels. • Strong organizational skills, technical expertise in mutual funds, SMAs, ETFs, model portfolios, and alternative investments, extensive capital markets knowledge, a keen understanding of the competitive landscape, and a demonstrated 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 across the intermediary line of business and with other areas within the organization including Workplace Solutions and NQDC businesses to deliver enterprise value. • Thorough knowledge of sales and marketing principles practices as well as having a strong knowledge of the capital markets. • 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: 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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