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 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