Voya Financial · 8 hours ago
Retirement Plan Specialist
Fresno, CA
Full-time
Hybrid
Mid Level
$74K/yr - $92K/yr
3+ years expVoya Financial is dedicated to providing financial opportunities for individuals and communities. The Retirement Plan Specialist will deliver on-site education, conduct financial advisory sessions, and work with Plan Sponsors to enhance employee participation in retirement plans.
Financial Services
Hiring Manager
Nick Vagle
Responsibilities
Deliver on-site education for Plan Sponsor Participants
Conduct educational seminars/webinars focusing on Plan features and investments, as well as general investment-oriented and retirement-related seminars
Meet one-on-one to conduct financial advisory investment counseling sessions with employees and retirees
Interface with Plan Administration, legal counsel, and Plan Sponsors to identify, resolve, and respond to participant issues
Work with Plan Sponsors to increase participation among their employees
Contribute to the development and implementation of presentation material
Assist in scheduling retirement seminars/one-on-one appointments
Maintain compliance with all firm and FINRA regulatory requirements
May provide guidance and training to more junior staff
Additional responsibilities may be assigned
Qualification
Required
Minimum 3 years of experience in retirement/financial services
Bachelor's degree or equivalent experience
FINRA Series 6 or 7 and 63, 65
Strong interpersonal & communication skills
Identifies and resolves problems in a timely manner; Gathers and analyzes information and develops alternative solutions
Looks for ways to improve and promote quality
Strong organization skills; demonstrates accuracy and thoroughness
This position is a Hybrid position, this individual must be onsite in our Fresno, CA office 2-4 times per month
Benefits
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
Company
Voya Financial
Voya Financial is a financial services company that specializes in the fields of retirement, investments, and insurance.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2018-06-01Acquired
2013-05-02IPO
Leadership Team
Heather Lavallee
Chief Executive Officer
Michael Katz
Executive Vice President, Chief Financial Officer
Recent News
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