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Voya Financial · 2 days ago

Retirement Plan Specialist

San Francisco, CA

Full-time

Hybrid

Mid Level

$74K/yr - $92K/yr

3+ years exp

Voya Financial is committed to providing financial opportunities and education to individuals and communities. The Retirement Plan Specialist role involves delivering on-site education, conducting financial advisory sessions, and collaborating 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

Retirement services experienceFINRA Series 6FINRA Series 63Presentation skillsBusiness acumenLearning agilityInterpersonal skillsProblem-solvingOrganizational skillsCustomer focusCritical thinkingTeam mentality