Voya Financial
Retirement Plan Account Consolidation Representative
Voya Financial, Boston, Massachusetts, us, 02298
Retirement Plan Account Consolidation Representative
Voya Financial
Profile Summary
This role assists Voya participants with consolidation of outside retirement assets into their active Voya retirement plan.
Profile Description
Manage a consolidation goal ranging from $6-8M per month for an assigned territory.
Based on leads assigned or referred, make outbound calls to Voya participants and teleconference other carriers to initiate the rollover transfer process. Leads into the ACT department may include large plan specific cases that will require the Consolidation Representative to be the point of contact.
Take triaged inbound phone calls and review client’s options. Assist when the participant requests to move their retirement assets into their active Voya retirement plan.
Complete all Voya required forms and other carrier forms for the Voya participant, including mailing the forms to the participant for their signature. Review participant forms for completeness and mail to the Other Carriers for rollover.
Handle field inquiries on status, build a working relationship with Field Agents, sell our service models to the field for territory management and planning, build new and grow existing relationship with the field to create lead opportunity.
Maintain a working relationship with an assigned Consolidation Assistant, including but not limited to, delegation of tasks and/or activity.
Other duties and projects as assigned.
Knowledge & Experience
FINRA 6 License Required. FINRA 63 preferred or able to obtain within 120 days of hire.
1-2 years of sales and customer service experience. BA/BS preferred but not required; GED or High School Diploma Required.
Provide professional, reliable and prompt services to participants, develop relationships with internal partners, as they effectively troubleshoot, prioritize, and multi‑task.
Experience in the financial services industry is highly desirable but not required.
Individual must be customer focused, self‑motivated and enjoy working in a busy environment. Strong communication and organizational skills are necessary.
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.
$64,260 - $80,320 USD
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
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 refer to resources for applicants with disabilities.
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Profile Summary
This role assists Voya participants with consolidation of outside retirement assets into their active Voya retirement plan.
Profile Description
Manage a consolidation goal ranging from $6-8M per month for an assigned territory.
Based on leads assigned or referred, make outbound calls to Voya participants and teleconference other carriers to initiate the rollover transfer process. Leads into the ACT department may include large plan specific cases that will require the Consolidation Representative to be the point of contact.
Take triaged inbound phone calls and review client’s options. Assist when the participant requests to move their retirement assets into their active Voya retirement plan.
Complete all Voya required forms and other carrier forms for the Voya participant, including mailing the forms to the participant for their signature. Review participant forms for completeness and mail to the Other Carriers for rollover.
Handle field inquiries on status, build a working relationship with Field Agents, sell our service models to the field for territory management and planning, build new and grow existing relationship with the field to create lead opportunity.
Maintain a working relationship with an assigned Consolidation Assistant, including but not limited to, delegation of tasks and/or activity.
Other duties and projects as assigned.
Knowledge & Experience
FINRA 6 License Required. FINRA 63 preferred or able to obtain within 120 days of hire.
1-2 years of sales and customer service experience. BA/BS preferred but not required; GED or High School Diploma Required.
Provide professional, reliable and prompt services to participants, develop relationships with internal partners, as they effectively troubleshoot, prioritize, and multi‑task.
Experience in the financial services industry is highly desirable but not required.
Individual must be customer focused, self‑motivated and enjoy working in a busy environment. Strong communication and organizational skills are necessary.
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.
$64,260 - $80,320 USD
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
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 refer to resources for applicants with disabilities.
#J-18808-Ljbffr