Voya Financial
Sales Support Specialist at Voya Financial
Overview The Sales Support Specialist supports Internal Sales Representatives with internal rollovers and consolidation of outside retirement assets into the participant's new retirement account. The role also assists self-directed customers with funding into a new online account.
Please note: This role is designated as office essential and will be in office 5 days per week.
Responsibilities
Ensure that all inbound calls from Participants are directed appropriately.
Outbound calls to participants for outstanding paperwork or status of rollover; outbound calls to outside carrier to check status of rollover or obtain status.
Assist participants with obtaining signatures from Plan Sponsor/TPA/Signature guarantees.
Handle participant inquiries on status; build working relationships with internal partners.
Produce analyses, sales proposals and sales illustrations.
Communicate with agents and/or brokers to answer inquiries and resolve problems.
Develop marketing programs for assigned cases.
Promote product lines through marketing efforts via telephone, mail and field interaction.
Coordinate seminars/training for agents, clients and/or brokers.
Other duties and projects as assigned.
Knowledge & Experience
FINRA 6 & 63 License required.
Demonstrated relationship building skills in a phone environment.
Strong multi-tasking and time management skills.
Detail-oriented.
Strong communication skills, written and verbal.
Series 7 strongly preferred or must be obtained with 6 months.
Background in Defined Contribution products or retail products.
Compensation Base salary range reflects the expected hiring range for this position. In addition to base salary, Voya offers incentive opportunities based on the role to reward annual performance objectives. Salaries for part-time roles will be prorated based on hours worked. The actual compensation offered may vary based on geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary range: $43,020 - $71,710 USD
Benefits
Health, dental, vision and life insurance plans
401(k) Savings plan with 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 Diversity Celebration Day
Paid volunteer time — 40 hours per calendar year
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: 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.
Be Well. Stay Well. Voya provides resources that help you thrive physically, financially, socially and emotionally. Our benefits are designed to support you and your family in being well.
#J-18808-Ljbffr
Overview The Sales Support Specialist supports Internal Sales Representatives with internal rollovers and consolidation of outside retirement assets into the participant's new retirement account. The role also assists self-directed customers with funding into a new online account.
Please note: This role is designated as office essential and will be in office 5 days per week.
Responsibilities
Ensure that all inbound calls from Participants are directed appropriately.
Outbound calls to participants for outstanding paperwork or status of rollover; outbound calls to outside carrier to check status of rollover or obtain status.
Assist participants with obtaining signatures from Plan Sponsor/TPA/Signature guarantees.
Handle participant inquiries on status; build working relationships with internal partners.
Produce analyses, sales proposals and sales illustrations.
Communicate with agents and/or brokers to answer inquiries and resolve problems.
Develop marketing programs for assigned cases.
Promote product lines through marketing efforts via telephone, mail and field interaction.
Coordinate seminars/training for agents, clients and/or brokers.
Other duties and projects as assigned.
Knowledge & Experience
FINRA 6 & 63 License required.
Demonstrated relationship building skills in a phone environment.
Strong multi-tasking and time management skills.
Detail-oriented.
Strong communication skills, written and verbal.
Series 7 strongly preferred or must be obtained with 6 months.
Background in Defined Contribution products or retail products.
Compensation Base salary range reflects the expected hiring range for this position. In addition to base salary, Voya offers incentive opportunities based on the role to reward annual performance objectives. Salaries for part-time roles will be prorated based on hours worked. The actual compensation offered may vary based on geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary range: $43,020 - $71,710 USD
Benefits
Health, dental, vision and life insurance plans
401(k) Savings plan with 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 Diversity Celebration Day
Paid volunteer time — 40 hours per calendar year
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: 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.
Be Well. Stay Well. Voya provides resources that help you thrive physically, financially, socially and emotionally. Our benefits are designed to support you and your family in being well.
#J-18808-Ljbffr