Client Relationship Manager-Retirement Services

Company: Voya Financial, Inc.
Location: Washington
Posted on: February 25, 2021

Job Description:

Client Relationship Manager-Retirement Services WA-Work@Home, Washington CA-Work@Home, California As part of the application process, a candidate account is required to log in and view application(s). Please be sure to check email regularly for information regarding our employment process. Profile Summary: ***This position can be located in N. California, Oregon or Washington. Territory will be N. California, Oregon, Washington & Idaho**** Responsible for new business implementation, asset retention, growth of assets and client satisfaction for assigned book of business. Profile Description:

• Maintain and strengthen relationships with key clients, distribution partners and TPAs
• Develop business plans that identify key clients and list action steps to manage those relationships
• Consult with clients and brokers on investment issues including performance, diversification, style and suitability
• Work with plan sponsor to design participant education campaigns with the goal of increasing participation and contribution rates
• Assist sales representatives with sales presentations and act as subject matter expert in topics such as Voya Service Model, installation process, ongoing service and procedures
• Introduce and support new product and service initiatives Knowledge & Experience:
  • Bachelor's degree preferred or equivalent work experience
  • Minimum of 4 years of experience in the financial services industry or 2 years within the defined contribution marketplace
  • FINRA series 6 or 7 and 63
  • State insurance license
  • Strong analytical, organizational and time management skills
  • Ability to travel frequently #LI-TB1 Critical Skills
    At Voya, we have identified the following critical skills which are key to success in our culture:--
    • Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
    • Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
    • Team Mentality: Partnering effectively to drive our culture and execute on our common goals.--
    • Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.--
    • Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage. Voya Financial, Inc. (NYSE: VOYA), helps Americans plan, invest and protect their savings - to get ready to retire better. Serving the financial needs of approximately 13.8 million individual and institutional customers in the United States, Voya is a Fortune 500 company that had $7.5 billion in revenue in 2019. The company had $657 billion in total assets under management and administration as of Sept. 30, 2020. With a clear mission to make a secure financial future possible - one person, one family, one institution at a time - Voya's vision is to be America's Retirement Company--. Certified as a "Great Place to Work" by the Great Place to Work-- Institute, Voya is equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible. Voya has been recognized as a 2020 World's Most Admired Company by Fortune magazine; one of the 2020 World's Most Ethical Companies-- by the Ethisphere Institute; as a member of the Bloomberg Gender Equality Index; and as a "Best Place to Work for Disability Inclusion" on the Disability Equality Index by Disability:IN. For more information, visit voya.com . Follow Voya Financial on Facebook , LinkedIn and Twitter @Voya . Our Businesses: Retirement is a leading provider of retirement products and services in the U.S. serving more than 49,000 institutional clients and nearly 5.1 million individual retirement plan investors. Voya also has approximately 1,700 financial advisors serving the retail market. Voya's Retirement business is focused on guiding Americans to greater retirement readiness and financial wellness through employer-sponsored savings plans and holistic retirement and income guidance. Individual Life , which ceased new sales as of Dec. 31, 2018, is an in-force block of nearly 800,000 individual life insurance policies. Individual Life continues to provide Voya with free cash flow as well as earnings and capital diversification. Investment Management i s a leading, active asset management firm serving both affiliated and external institutions as well as individual investors. Drawing on over 40 years of history in investment management, the firm has the experience and resources to provide clients with investment solutions with an emphasis on equities, fixed income, and multi-asset strategies and solutions. Employee Benefits is a top provider of stop-loss coverage in the U.S. In addition, Voya provides a comprehensive and highly flexible portfolio of life, disability, voluntary insurance products, and health savings and spending accounts to businesses covering 6.2 million individuals through the workplace. Please click here to read more: Benefits - About Voya Financial Voya is an equal opportunity employer and we are committed to maintaining a diverse workforce. Voya has been recognized for many of our diversity practices. Please click here to read more: Voya Values - About Voya Financial

Keywords: Voya Financial, Inc., Washington DC , Client Relationship Manager-Retirement Services, Executive , Washington, DC