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Voya Financial · 4 hours ago

Sr. Internal Wholesaler, Wealth Management

Boston, MA

Full-time

Onsite

Mid, Senior Level

$64K/yr - $80K/yr

3+ years exp

Voya Financial is committed to providing opportunities for a better financial future for everyone. The Sr. Internal Wholesaler plays a crucial role in supporting financial advisors, driving advisor success, satisfaction, and engagement through strategic partnership and resource delivery.

Financial Services

Hiring Manager

Tammy Burm

Responsibilities

Drive sales, growth, sentiment and business advocacy for Voya’s Financial Advisors

Support a defined set of advisors and external wholesalers by coordinating outreach, follow-ups, and resource delivery

Creatively assist in—and independently lead—advisor meetings, webinars, and coaching sessions

Respond to advisor inquiries regarding products, services, and practice management tools, both reactively and proactively

Track advisor engagement metrics and contribute to reporting and analysis for the Sales Desk, External and leadership

Share relevant tools, templates, and insights with advisors to support business planning and operational efficiency

Help advisors navigate Broker-Dealer resources and escalate complex needs as appropriate

Liaise with internal departments (e.g., marketing, operations, compliance) to ensure advisor needs are met

Stay current on industry trends, product updates, and regulatory changes, sharing insights with advisors and the VP

Contribute creative ideas to improve advisor experience and wholesaler effectiveness

Foster stronger advisor connectivity to the firm through virtual events, study groups, and peer-to-peer learning opportunities

Maintain high levels of trust and advocacy through proactive communication and follow-through

Collaborate with external wholesalers to align territory growth strategies and advisor outreach campaigns – become knowledgeable of all distributed products

Facilitate collaboration across compliance, marketing, technology, and operations to deliver comprehensive solutions

Act as an internal advocate for advisors, ensuring their perspectives are considered in firm-wide initiatives and decision-making

Qualification

Financial services experienceCRM proficiencyFINRA Series 7Bachelor's degreeIndustry certificationsLearning agilityCommunication skillsOrganizational skillsCollaborative mindsetStrategic thinking