Financial Planning Consultant - Hartford, United States - Voya Financial

Voya Financial
Voya Financial
Verified Company
Hartford, United States

1 month ago

Mark Lane

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.


Get to Know the Opportunity:


As a Financial Planning Consultant, you will be responsible for the service, retention, sales and the development of the Retail IRA and service offering for the Voya Retail business.

You will be expected to manage/retain/grow through outside sales the ongoing client relationship through regular outreach and direct the customer relationship utilizing other Investor Channel roles for support.

This is an opportunity that be done remote.


The Contributions You'll Make:

  • Responsible for the attainment of personally assigned and divisionpaid production goals while working with mínimal daily supervision. Primary clients are within the mass affluent segment of Voya's Retail IRA business. Conduct needs analysis to help clients make the best investment decision for their individual situation. Ability to implement advanced strategies for customers in a retail account including, but not limited to, retirement income planning and wealth accumulation.
  • Manage ongoing client relationship and as appropriate in the capacity of an Investment Advisor Representative. This responsibility will be measured through customer asset retention and customer satisfaction metrics.
  • Quarterback the delivery of the Voya value proposition (America's retirement company) at the individual customer level by directing all outbound campaigns and service delivery activities for the individual customer. This responsibility will primarily be measured by customer retention metrics and service execution.
  • Model industry leading sales, service and customer relationship best practices, share these best practices across the Voya organization, and be fully compliant with regulatory and/or fiduciary standards as appropriate.
  • Other duties and projects as assigned

Minimum Knowledge & Experience:

  • College Degree OR Relevant financial services experience of 3+ years.
  • Licensure will include Series 7 and 65/66 and CRPC designation. Insurance licensing/CRPC required or to be obtained within 6 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.

Preferred Knowledge & Experience:

  • MBA, CFP or CFA designations.
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Compensation Pay Disclosure:
Voya is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities.

$75,830 - $126,390 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 Think
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