Voya Financial
Overview
Sales Support Specialist role at Voya Financial. Profile Summary: The Sales Support Specialist supports Internal Sales Representatives with internal rollovers and consolidation of outside retirement assets into the participant's new retirement account. In addition, our specialists assist self-directed customers with funding into new online accounts. 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 the participants with obtaining signatures from Plan Sponsor/TPA/Signature guarantees. Handle participant inquiries on status, build a working relationship 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 (Qualifications)
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
Salary range: $43,020 - $71,710 USD. The below annual base salary range reflects the expected hiring range for this position in the listed location(s). 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. Actual compensation offered may vary from the posted salary range based upon 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. What We Offer / Benefits
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 Critical Skills
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. 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. Location & Seniority
Seniority level: Not Applicable Employment type: Full-time Job function: Other Industries: Insurance and Financial Services
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Sales Support Specialist role at Voya Financial. Profile Summary: The Sales Support Specialist supports Internal Sales Representatives with internal rollovers and consolidation of outside retirement assets into the participant's new retirement account. In addition, our specialists assist self-directed customers with funding into new online accounts. 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 the participants with obtaining signatures from Plan Sponsor/TPA/Signature guarantees. Handle participant inquiries on status, build a working relationship 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 (Qualifications)
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
Salary range: $43,020 - $71,710 USD. The below annual base salary range reflects the expected hiring range for this position in the listed location(s). 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. Actual compensation offered may vary from the posted salary range based upon 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. What We Offer / Benefits
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 Critical Skills
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. 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. Location & Seniority
Seniority level: Not Applicable Employment type: Full-time Job function: Other Industries: Insurance and Financial Services
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