Internal Client Relationship Manager-Retirement Services

ALA Voya Retirement Insurance and Annuity Company
Work@Home, AZ Full Time
POSTED ON 10/9/2022 CLOSED ON 11/20/2022

Job Posting for Internal Client Relationship Manager-Retirement Services at ALA Voya Retirement Insurance and Annuity Company

Together we strive for everyone’s opportunity towards a better financial future. Together we stand up for and champion everyone’s access to opportunity. We strive for better together. We advocate for everyone and not against anyone. 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 to be America’s Retirement Company®. Are you ready to join a great company with a winning culture? Start your Voyage – Apply Now Position Profile Summary: Please Note: The individual must be available to work West Coast hours as business requires. The Client Relationship Manager (CRM) is an individual contributor responsible for Voya’s relationships with Corporate Retirement Plan Sponsors, Financial Advisors and Third Party Administrators (TPAs). The CRM manages a book of business comprised of small and mid-sized companies and is responsible for overall client satisfaction, retention and relationship expansion. Profile Description: Form, maintain and strengthen relationships with key clients, distribution partners and TPAs Develop and manage business plans that identify key clients and advisors and list action steps to strengthen those relationships Responsible for client retention and manages pricing strategy, RFIs, RFPs, and benchmarking exercises for client portfolio. Manage negotiations for existing clients. Identifies business opportunities for both organic growth and across Voya. Work within the Voya organization to develop, position, and implement these solutions. Consult with clients and financial advisors on investment issues including performance, diversification, style and suitability Work with plan sponsors to design participant education campaigns that drive increased participation and contribution rates and improve overall plan health. The successful candidate will possess strong analytical and time management skills, have an attention to detail, and take ownership for resolving client and advisor issues. Other essential attributes include solid organizational skills, responsive client-driven attitude, goal oriented and the ability to work well independently Knowledge & Experience: Minimum of 4 years of experience in the financial services industry or 2 years within the defined contribution marketplace Demonstrate knowledge of defined contribution financial products and services Preferred: client management experience with knowledge of plan design features for 401(k) and non-qualified, ERISA plans, legal and regulatory framework, industry trends Preferred: consultative and negotiation skills, demonstrate strong verbal and written communications skills Bachelor’s degree preferred or equivalent work experience FINRA series 6 required. Must obtain series 63 and State insurance license within 90 days. #LI-TB1 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 We are committed to maintaining a diverse workforce. This commitment governs all decisions related to employment, including selection, development and compensation. It also includes an employee’s request for reasonable accommodation. All employees will be treated in a manner free from discrimination or harassment. Voya is committed to providing equal employment opportunities for persons with disabilities, including reasonable accommodation when needed. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please see our resources for applicants with disabilities. Misuse of Voya's name in fraud schemes
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