Internal Wholesaler-Retirement Services jobs in United States
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Voya Financial · 14 hours ago

Internal Wholesaler-Retirement Services

Voya Financial is committed to providing financial opportunities for individuals and communities. The Internal Wholesaler-Retirement Services role involves initiating sales calls, providing quality customer service, and coordinating sales efforts to identify new sales opportunities.

Financial Services

Responsibilities

Make outbound calls daily as well as taking daily inbound calls
Provide quality customer service to internal and external customers. Communicate product information to the customer and answer questions
Track sales/assets daily/monthly/ quarterly and report accordingly
Follow up on wholesaler visit
Provide a weekly call/activity report to manager
Other duties as assigned

Qualification

Sales experienceFINRA Series 6FINRA Series 63Bachelor's degreeBusiness acumenLearning agilityCustomer focusedCritical thinkingTeam mentality

Required

Bachelor's degree
2-4 years related sales/marketing experience
Depending on products sold, may require various licenses/certificates; or may be required to obtain required licenses within a certain time frame
Excellent telephone, written and verbal communication skills

Preferred

FINRA Series 6 and 63 preferred or can obtain within 3-6 months

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

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Voya Financial is a financial services company that specializes in the fields of retirement, investments, and insurance.

Funding

Current Stage
Public Company
Total Funding
unknown
2018-06-01Acquired
2013-05-02IPO

Leadership Team

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Heather Lavallee
CEO
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Michael Katz
Executive Vice President, Chief Financial Officer
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Company data provided by crunchbase