Voya Financial · 8 hours ago

Managed Account Consultant-Retirement

United States

Full-time

Remote

Mid, Senior Level

$60K/yr - $101K/yr

5+ years exp

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Responsibilities

Manage ongoing client relationship of all accounts assigned to them – this responsibility will be measured through retention metrics, client asset consolidation metrics and outbound contact efforts based on customer rating (quarterly/semi-annual/annual). Use of Retirement Income Snapshot and other Financial Planning tools is required.

Deliver an annual portfolio review (composed of review of Risk Tolerance Questionnaire, review of current portfolio mix, review of any changes in financial or personal situation that would impact customer situation, etc.) to all clients within their assigned book of business.

Quarterback the delivery of the Voya value proposition at the individual customer level by directing outbound and service delivery activity for the individual customer – this responsibility will primarily be measured by customer retention metrics and service execution.

Advanced Planning/Delivery - Voya provides holistic planning services for participants of all ages, incomes and life stages. Individual advice and guidance is delivered using leading tools, personalized guidance, retirement planning, or financial planning sessions, while establishing an ongoing relationship with the participant. These highly personalized plans take into account the participant’s current financial situation, future financial state, risk tolerance, goals and customization.

Model industry leading sales best practices, share best practices across the Voya PSSS organization and be 100% compliant with fiduciary standards and customer best interest contract delivery.

Other duties and projects as assigned.

Qualification

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Financial services experienceSeries 7 licenseSeries 65/66 licenseRetirement planningCustomer relationship managementInsurance expertiseSecurities expertiseInvestments expertiseAdvisory products knowledgeFinancial Engines knowledgeMorningstar systems knowledgeSales best practicesBusiness acumen

Required

Financial services or related experience.

Licensure will include Series 7, 65/66.

Identified representative will show strong sales and customer relationship experience, a full understanding of 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.

Willingness to share best practices, strong work ethic, combination of inbound and outbound calling experience and leadership traits are expected.

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.

Full knowledge of all Advisory products (Retail and In Plan) as well as Financial Engines and Morningstar systems/methodology.

Limited travel may be required 5%-10% to provide on-site 1v1/group sessions with select plans.