[Hiring] Client Relationship Manager @Voya Financial

Role Description

Responsible for new business implementation, asset retention, growth of assets and client satisfaction for assigned book of business.

• Maintain and strengthen relationships with key clients, distribution partners and TPAs.
• Develop business plans that identify key clients and list action steps to manage those relationships.
• Consult with clients and brokers on investment issues including performance, diversification, style and suitability.
• Work with plan sponsor to design participant education campaigns with the goal of increasing participation and contribution rates.
• Assist sales representatives with sales presentations and act as subject matter expert in topics such as Voya Service Model, installation process, ongoing service and procedures.
• Introduce and support new product and service initiatives.

Qualifications

• Bachelor’s degree preferred or equivalent work experience.
• Minimum of 4 years of experience in the financial services industry or 2 years within the defined contribution marketplace.
• FINRA series 6 or 7 and 63.
• State insurance license.
• Strong analytical, organizational and time management skills.
• Ability to travel frequently.

Requirements

• $99,090 - $123,860 USD.

Benefits

• 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

• 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.