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Advisory Sales Specialist - Windsor Locks, United States - Voya Financial
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 enough ... we 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.
Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage - Apply NowProfile 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 phone-based product and practice management guidance and support. This includes all functional middle and-back 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 on-going training for products, procedures, and programs. Act as liaison with home office, outside contractors, and vendors.Identifies follow-up activity for internal and external advisory support staffBe actively engaged with top office management professionals for the Advisory Masters reps offices.
Other duties as assigned.Knowledge & Experience:
Bachelor's degree or equivalent- 5 years related experienceFINRA Series 7 preferred or ability to obtain within 6 month of hireDetailed understanding of all advisory products and platformsExcellent verbal and written communication skillsStrong negotiation skillsExcellent presentation skills
Compensation Pay Disclosure:
Voya is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities.
The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed.
In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives.
Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.
Actual compensation offered may vary from the posted salary range based upon the candidate's geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. $58,900 - $73,630 USDBe 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 OfferHealth, dental, vision and life insurance plans401(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/yearPaid time off - including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
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 aboutCritical SkillsEqual Employment OpportunityVoya 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 AccommodationsVoya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations.If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.
Misuse of Voya's name in fraud schemes
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