Investment Advisor - Retirement Services

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Profile Summary:

This role is responsible for the enrollment, retention and development of the In Plan Advice product and service offering for the Voya Retirement business.  Expectations will be that these representatives will develop the relationship to include sales, retention and growth of the ongoing client relationship through regular outreach.  The Investment Advisor will work with all levels of plan participants regardless of age, asset size or job status (active and terminated).

Profile Description:

• Manage new and ongoing client relationships within the In Plan Advice product suite – this responsibility will be measured through enrollment of new participants, retention metrics and client asset consolidation metrics.  Use of Retirement Income Snapshot and other Financial Planning tools is required.
• Handle transferred inbound calls from the RRSC and Participant Services & Sales Solutions colleagues to present and transition existing active and separated participants into an actively managed account solution – this metric will be measure by monthly sales goals.
• Quarterback the delivery of the Voya value proposition (America’s retirement company) at the individual customer level by directing outbound and service delivery activity for the individual customer – this responsibility will primarily be measured by customer retention metrics and service execution.
• Model industry leading sales best practices, share best practices across the Voya PS3 organization and ensure 100% compliant with fiduciary standards and customer best interest contract delivery.
• Other duties and projects as assigned.

Knowledge & Experience:

• College degree is required.  Financial services or related experience of 5+ years is preferred. 
• Licensure will include Series 6, 63, 7, 65/66 and an additional recognition (MBA, CFP, CFA or other approved designation is required within 12 months of hire). 
• Identified representative will show strong sales and customer relationship experience, a full understanding of retirement and retirement income planning, full adherence to FINRA/DOL fiduciary standards (including delivery of service against those standards) and will be dedicated to delivering an outstanding customer experience with every customer interaction. 
• Willingness to share best practices, strong work ethic, combination of inbound and outbound calling experience and leadership traits are expected. 
• Maintains and applies expertise in insurance, securities, investments and related areas in order to provide direction, instruction and guidance to service clients. 
• Full knowledge and understanding of Voya’s retirement and other investment product offerings is required. 
• Full knowledge of all  Advisory products (Retail and In Plan) as well as Financial Engines and Morningstar systems/methodology.

***This position can sit in our Braintree MA, Windsor CT or Tempe AZ campuses***

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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.