Voya Financial
Voya Financial
Voya Financial este o companie de servicii financiare axată pe sprijinirea persoanelor, familiilor, angajatorilor și instituțiilor în pregătirea pentru viitor. Oferta sa include economii pentru pensie, investiții, asigurări și beneficii la locul de muncă, punând accent pe conectarea acestor servicii pentru a crea experiențe financiare mai simple. Prin abordarea sa orientată către clienți și inițiative precum Voya Behavioral Finance Institute for Innovation, Voya contribuie la îmbunătățirea securității financiare și la dezvoltarea modului în care oamenii primesc îngrijire și sprijin la locul de muncă.

Mid-Market Client Relationship Manager - Voya Financial Remote

Manage 401(k) client relationships for Voya Financial, supporting retention, contracts, investment discussions, and growth. Advise plan sponsors on plan design, investments, recordkeeping, and participant engagement solutions.

Descriere

  • Build trusted relationships with senior client stakeholders, advisors, and third-party administrators.
  • Advise clients and brokers on investment performance, diversification, investment style, and suitability.
  • Participate in Plan Investment and Administrative Committee meetings when appropriate.
  • Evaluate plan data alongside relevant industry trends.
  • Create strategic recommendations covering plan design, products, and participant engagement.
  • Direct Voya’s cross-functional service team and measure its effectiveness against agreed metrics.
  • Oversee client retention efforts, RFIs, RFPs, and benchmarking activities.
  • Handle contract negotiations, pricing strategy, contract documentation, signatures, and service-level agreements.
  • Organize internal resources for projects designed to enhance client relationships.
  • Set project launch dates, define scope, negotiate costs, and manage implementation expectations.
  • Find organic growth and cross-selling opportunities for Voya recordkeeping products.
  • Develop, position, close, and implement client solutions.
  • Support RFP responses and contribute to the sales process for new 401(k) business.
  • Present Voya’s recordkeeping capabilities and distinctive value to prospective clients.

Cerințe

  • At least six years of client-service relationship management experience supporting defined contribution plans.
  • Obtain a state insurance license within 60 days of hire.
  • Demonstrated knowledge of 401(k) plans and a strong investment background.
  • Proven client management experience and capabilities.
  • Strong interpersonal, presentation, and negotiation skills.
  • Excellent written and verbal communication skills.
  • Bachelor’s degree or equivalent qualification.
  • Required industry certifications.
  • FINRA Series 6 or 7 and Series 63 licenses.
  • Willingness to travel 35–50% of the time.
  • Ability to work from home in a location covering the designated territory, with nationwide coverage.
  • benefitsConstraintsNote

Beneficii

  • Medical, dental, vision, and life insurance coverage.
  • 401(k) savings plan with company matching contributions of up to 6%.
  • Employer-paid Voya Retirement Plan cash balance contribution of 4%.
  • Tuition reimbursement of up to $5,250 per year.
  • 20 days of paid time off.
  • Nine paid company holidays.
  • Flexible Diversity Celebration Day.
  • Up to 40 hours of paid volunteer time per calendar year.
  • Annual cash, sales, and/or long-term incentives based on the role and achievement of annual performance objectives.

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