Advisory Sales Specialist - Hartford, United States - Voya Financial

Voya Financial

Verified Company

Hartford, United States

1 week ago

Posted by:

Mark Lane

beBee recruiter

Description

Together we fight for everyone's opportunity for a better financial future._

We will do this together — with customers, partners and colleagues.

We will fight for others, not against:
We will stand up for and champion everyone's access to opportunities. The status quo is not good enoughwe believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.

Like our Purpose Statement, 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.

Profile Summary:
Responsible for assisting with the driving advisory sales through on-going support and servicing (concierge) of field interaction with advisors.

This includes but is in not limited to financial planning assistance and preparation, proposal creations, meeting planning and preparation, systems support/training and support for external wholesalers.

Profile Description:

Provide phonebased product and practice management guidance and support. This includes all functional middle andback office support for advisor offices.
Maintain relationships with top (targeted) advisors, external wholesalers and strategic partners.
Assist in the supporting new recruit (advisors shops that are new to Voya) to ensure a smooth transition and continued growth.
Communicate benefits of products, platforms and solutions to all advisory producers. Provides input into the development of new products and services. Provides ongoing training for products, procedures, and programs. Act as liaison with home office, outside contractors, and vendors.
Identifies followup activity for internal and external advisory support staff
Be actively engaged with top office management professionals for the Advisory Masters reps offices.
Other duties as assigned.

Knowledge & Experience:

Bachelor's degree or equivalent

years related experience

FINRA Series 7 preferred or ability to obtain within 6 month of hire
Detailed understanding of all advisory products and platforms
Excellent verbal and written communication skills
Strong negotiation skills
Excellent presentation skills

Compensation Pay Disclosure:
Voya is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities.

$58,900 - $73,630 USD

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

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 wellreasoned 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 equalopportunity 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

resources for applicants with disabilities_
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