Voya Financial · 3 hours ago

Sr. Investment Advisor

United States

Full-time

Remote

Senior Level

$54K/yr - $90K/yr

5+ years exp

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Responsibilities

Manage new and ongoing client relationships within the In Plan Advice product suite – this responsibility will be measured through enrollment of new participants, retention metrics and client asset consolidation metrics. Use of Pro Advisor and other Financial Planning tools is required.

Handle transferred inbound calls from the internal business partners to present and transition existing active and separated participants into an actively managed account solution.

Quarterback the delivery of the Voya’s in plan managed account service by providing objective guidance and advice that drives retirement readiness outcomes to plan participants– this responsibility will primarily be measured by customer satisfaction and outcomes as well as sales and retention metrics.

Model industry leading sales best practices, share best practices across the organization and remain compliant with fiduciary standards and customer best interest contract delivery.

FINRA Delegation of supervisory duties, including but not limited to, team call reviews, huddles, and call escalations.

Other duties and projects as assigned.

Qualification

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Financial Planning toolsSeries 6Customer relationship experienceRetirement income planningSales best practicesSecurities knowledgeInvestments knowledgeEdelman Financial EnginesMorningstar systemsBusiness AcumenTeam Mentality

Required

College degree is required.

Required Licensure will include Series 6 or 7, 63, 65/66, 26 or 24 and an additional recognition (MBA, CFP, CFA or other approved designation) will be supported.

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.

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 is required.

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