Internal Client Relationship Manager-Retirement
我们将为所有人提供机会而战,以实现更好的金融未来。我们将与客户,合作伙伴和同事一起努力。我们将为他人奋斗,而不是反对:我们将捍卫并倡导每个人的机会获得机会。现状不够好...我们相信每个人和社区都应有机会获得财务机会。我们决心支持个人和社区来实现更好的财政未来。我们知道达到这一未来取决于我们的今天行动。就像我们的目标声明一样,Voya 也相信要勇敢地采取行动。我们致力于创造一个工作环境,我们生在的差异和我们一生中获得的差异都能被理解,珍视并故意追求。我们相信我们的员工拥有我们的文化,并且有责任培养一种让我们感到舒适地带入整个自我的工作环境。将我们的差异集成在一起以积极影响我们的文化,服务客户和丰富社区是我们愿景的关键。你准备好加入具有强大的目的和赢得文化的公司吗?开始你的旅程 现在申请了解机会:你将做出的贡献:· 与关键客户,分销合作伙伴和第三方管理员 (TPA) 建立和加强关系。·制定确定关键客戶的业务计划并定义有效管理这些关系的行动步骤。·与客户和经纪人就投资主题进行咨询,包括绩效,多元化,投资风格和合适性。·与计划赞助商合作设计参与者教育活动,以提高参与率和贡献率为重点。· 支持销售代表通过演讲,并担任 Voya 服务模式,安装过程,持续的服务和程序等主题专家。· 引入和支持新产品和服务倡议。最低知识与经验:· 在金融服务行业或定义贡献市场内至少4年的经验。· FINRA 系列6或7以及第63期要求90天内。· 国家保险许可证。·强大的分析,组织性,一个
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Together we fight for everyone’s opportunity for a better financial future.
We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.
Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.
Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage –Apply Now
Get to Know the Opportunity:
This role is responsible for new business implementation, asset retention, asset growth, and client satisfaction across an assigned book of business.
The Contributions You’ll Make:
- Maintain and strengthen relationships with key clients, distribution partners, and third-party administrators (TPAs).
- Develop business plans that identify key clients and define action steps to effectively manage those relationships.
- Consult with clients and brokers on investment topics, including performance, diversification, investment style, and suitability.
- Partner with plan sponsors to design participant education campaigns focused on increasing participation and contribution rates.
- Support sales representatives with presentations and serve as a subject matter expert on topics such as the Voya Service Model, installation process, ongoing service, and procedures.
- Introduce and support new product and service initiatives.
Minimum Knowledge & Experience:
- Minimum of 4 years of experience in the financial services industry or 2 years of experience within the defined contribution marketplace.
- FINRA Series 6 or 7 and Series 63 required within 90 days.
- State insurance license.
- Strong analytical, organizational, and time management skills.
- Ability to travel frequently.
- High School Diploma or GED required; bachelor’s degree preferred.
Preferred Knowledge & Experience:
· Additional experience supporting client relationships, defined contribution plans, or retirement plan services is valued.
How This Role Aligns to Our Core Four:
Voya’s Core Four shape how we serve our customers and work together, and this role brings those expectations to life through strong client partnership and disciplined service delivery.
- Instill Customer Obsession: Strengthen client, broker, and partner relationships by delivering responsive service and solutions that support client satisfaction, asset retention, and growth.
- Transform with Automation/AI: Use available automation and AI tools responsibly to reduce friction and improve the quality and efficiency of client support, analysis, and preparation.
- Drive Higher Performance Through Our People: Partner effectively with sales representatives, plan sponsors, distribution partners, and TPAs to create clarity and deliver strong outcomes.
- Execute on the Fundamentals: Maintain consistent, high-quality execution across implementations, ongoing service, investment discussions, and new product or service initiatives.
Compensation Pay Disclosure:
Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities.
The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.
Actual compensation offered may vary from the posted salary range based upon the candidate’s geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
$77,580 - $96,980 USDBe Well. Stay Well.
Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That’s why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.
What We Offer
- 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
Learn more about Voya benefits (download PDF)
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.
Learn more aboutCritical Skills
Equal Employment Opportunity
Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.
Reasonable Accommodations
Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please referenceresources for applicants with disabilities.
Misuse of Voya's name in fraud schemes
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