Retirement Plan Specialist

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 Please Note: This position allows remote work from home but will require the employee to live within the territory and potential travel, as business requires. Candidates must be located within a 50-mile radius from the defined territory. **This position will sit in Oregon** Profile Summary: Retirement Plan Specialist for the Tax Exempt Market Profile Description: Deliver on-site education for Plan Sponsor Participants. Conduct educational seminars/webinars focusing on Plan features and investments, as well as general investment-oriented and retirement-related seminars. Meet one-on-one to conduct financial advisory investment counseling sessions with employees and retirees. Interface with Plan Administration, legal counsel, and Plan Sponsors to identify, resolve, and respond to participant issues. Work with Plan Sponsors to increase participation among their employees. Contribute to the development and implementation of presentation material. Assist in scheduling retirement seminars/one-on-one appointments. Maintain compliance with all firm and FINRA regulatory requirements. May provide guidance and training to more junior staff Additional responsibilities may be assigned Knowledge & Experience: Minimum 3 years of experience in retirement/financial services Bachelor’s degree or equivalent experience FINRA Series 6 or 7 and 63, 65 Strong interpersonal & communication skills Identifies and resolves problems in a timely manner; Gathers and analyzes information and develops alternative solutions Looks for ways to improve and promote quality Strong organization skills; demonstrates accuracy and thoroughness Ability to travel #LI-NV1 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