Retirement Sales Support Coordinator

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

Profile Summary:

The Regional Business Consultant (RBC) supports and represents the Regional Vice President within an assigned sales office. The RBC also supports the Tax-Exempt Markets sales and recruiting efforts of the local sales and management team, as well as the sales activities of our Distribution Partners. The RBC is responsible for providing local customer issue resolution, Plan Sponsor service and support as well as administrative support of the activities of the local sales office team.

Please Note: This position has been designated as an essential worker and requires work to be performed full-time in your assigned office in Nashville ,TN.

Profile Description:

• Support RVP in all aspects of their job function by being familiar with Plan Sponsors and VFA Career Advisors in the assigned territory.

• Support wholesaling efforts for VFA and Independent Distribution (LSA's) to include product information, enrollment and marketing materials for sales activities.

• Provide dedicated service and support for select Plan Sponsors as identified by RVP. Plan Sponsor activities may include Plan Sponsor Support & Administration, Case Specific Reporting, Plan Reviews, Transactions and Enrollment Activity.

• Support customer inquiries and questions relating to Voya processes, procedures and products. Work with Distribution Partners for participant level service needs.

• Manage and review new business paperwork and other business or case specific transactions to ensure accuracy and completeness of information for business processing.

• Assist OSJ in achieving sales and asset retention goals. Support the RVP with on-boarding process of new VFA Advisors as well as appointments and selling agreements for non-VFA Advisors (LSA's), work with the Licensing and Commission internal business areas as required.

• Assist with sales & client reporting including book of business reassignments for terminated Advisors as determined by RVP.

• Manage and perform Compliance Coordinator duties for branch office in accordance with Voya Financial Advisors Compliance Procedures and in conjunction with Compliance Supervisor (RVP). Ensure ongoing business practices adhere to State Insurance, FINRA and Securities regulations.

• Support Administrative responsibilities for assigned field office to include maintaining equipment, assist with building office parking, security access controls/access cards, assist with local crisis coordination.

Knowledge & Experience:

• Bachelor's degree or equivalent experience

• 2- 5 years experience within the financial services industry

• FINRA Series 6 required and 63 licenses as well as applicable state insurance license must be obtained after hire

• Strong proficiency in MS Office Suite (PowerPoint, Word, Excel, Teams and SharePoint)

• Interpersonal and communication skills

• Excellent organizational and time management skills; ability to handle changing priorities and manage multiple tasks, meet deadlines, follow-up and follow through

• Demonstrates accuracy and thoroughness in following business processes

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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.

$43,020 - $53,780 USD

Be 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 about Critical 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 reference resources for applicants with disabilities.

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