Voya Financial, Inc.
Financial Planning Consultant, Wealth Management
Voya Financial, Inc., Boston, Massachusetts, us, 02298
****Apply Now***** Access best-in-class tools for financial planning, CRM, compliance, and portfolio management — all in one seamless platform.* Streamline your workflow, enhance client engagement, and scale your practice with ease.Powered by our partnership with Orion, the new **Voya WealthPath platform** delivers an integrated, end-to-end advisory experience.* Maintain and apply expertise in financial securities and investments, insurance and related areas in order to provide point in time and ongoing guidance, advice and planning services to customers.
Responsible for the attainment of sales production goals.* Manage ongoing client relationship and as appropriate in the capacity of an Investment Advisor Representative.
This responsibility will be measured through customer asset retention and customer satisfaction metrics.* Quarterback the delivery of the Voya value proposition (America’s retirement company) at the individual customer level by directing all outbound campaigns and service delivery activities for the individual customer.
This responsibility will primarily be measured by customer retention metrics and service execution.* Model industry leading sales, service and customer relationship best practices, share these best practices across the Voya PS&SS organization, and be fully compliant with regulatory and/or fiduciary standards as appropriate.* Other duties and projects as assignedResponsible for the attainment of personally assigned and division-paid production goals while working with minimal daily supervision. Primary clients are within the mass affluent segment of Voya’s Retail IRA business.
Conduct needs analysis to help clients make the best investment decision for their individual situation.
Ability to implement advanced strategies for customers in a retail account including, but not limited to, retirement income planning and wealth accumulation.
* 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.* Willingness to share best practices, strong work ethic, combination of inbound and outbound calling experience and leadership traits are expected.Bachelor's Degree required.
Financial services or related experience of 2–5 years is preferred. **Required FINRA registrations Series 7, 66 or 65/63** and CRPC designation or ability to obtain within a limited time period.
MBA, CFP or CFA designations are preferred, not required. 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.- ****Learning Agility**:** Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.*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*### Voya Financial, Inc., is a leading health, wealth and investment company with approximately 10,000 employees who are focused on achieving Voya’s aspirational vision: "Clearing your path to financial confidence and a more fulfilling life". Through products, solutions and technologies, Voya helps its 15.7 million individual, workplace and institutional clients become well planned, well invested and well protected. Benefitfocus, a Voya company and a leading benefits administration provider, extends the reach of Voya’s workplace benefits and savings offerings by engaging directly with approximately 11.9 million employees in the U.S. Certified as a “Great Place to Work” by the Great Place to Work Institute, Voya is purpose-driven and committed to conducting business in a way that is economically, ethically, socially and environmentally responsible. Voya has earned recognition as: one of the World’s Most Ethical Companies by Ethisphere; a listed company on the Dow Jones Best-in-Class North America index; and a “Best Place to Work for Disability Inclusion” on the Disability Equality Index. For more information, visit #J-18808-Ljbffr
Responsible for the attainment of sales production goals.* Manage ongoing client relationship and as appropriate in the capacity of an Investment Advisor Representative.
This responsibility will be measured through customer asset retention and customer satisfaction metrics.* Quarterback the delivery of the Voya value proposition (America’s retirement company) at the individual customer level by directing all outbound campaigns and service delivery activities for the individual customer.
This responsibility will primarily be measured by customer retention metrics and service execution.* Model industry leading sales, service and customer relationship best practices, share these best practices across the Voya PS&SS organization, and be fully compliant with regulatory and/or fiduciary standards as appropriate.* Other duties and projects as assignedResponsible for the attainment of personally assigned and division-paid production goals while working with minimal daily supervision. Primary clients are within the mass affluent segment of Voya’s Retail IRA business.
Conduct needs analysis to help clients make the best investment decision for their individual situation.
Ability to implement advanced strategies for customers in a retail account including, but not limited to, retirement income planning and wealth accumulation.
* 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.* Willingness to share best practices, strong work ethic, combination of inbound and outbound calling experience and leadership traits are expected.Bachelor's Degree required.
Financial services or related experience of 2–5 years is preferred. **Required FINRA registrations Series 7, 66 or 65/63** and CRPC designation or ability to obtain within a limited time period.
MBA, CFP or CFA designations are preferred, not required. 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.- ****Learning Agility**:** Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.*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*### Voya Financial, Inc., is a leading health, wealth and investment company with approximately 10,000 employees who are focused on achieving Voya’s aspirational vision: "Clearing your path to financial confidence and a more fulfilling life". Through products, solutions and technologies, Voya helps its 15.7 million individual, workplace and institutional clients become well planned, well invested and well protected. Benefitfocus, a Voya company and a leading benefits administration provider, extends the reach of Voya’s workplace benefits and savings offerings by engaging directly with approximately 11.9 million employees in the U.S. Certified as a “Great Place to Work” by the Great Place to Work Institute, Voya is purpose-driven and committed to conducting business in a way that is economically, ethically, socially and environmentally responsible. Voya has earned recognition as: one of the World’s Most Ethical Companies by Ethisphere; a listed company on the Dow Jones Best-in-Class North America index; and a “Best Place to Work for Disability Inclusion” on the Disability Equality Index. For more information, visit #J-18808-Ljbffr