Client Relationship Manager
Voya Financial, Phoenix, AZ, United States
Join A Company With A Strong Purpose And Winning Culture
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 Job Description
Profile Summary: Responsible for asset retention, growth, and client satisfaction for assigned book of business. Profile Description: 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 sponsor on plan design initiatives as well as developing and implementing 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 Knowledge & Experience: 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 Bi-lingual a plus $70,530 - $88,160 USD 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. 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 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. Voya 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. Voya 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.
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 Job Description
Profile Summary: Responsible for asset retention, growth, and client satisfaction for assigned book of business. Profile Description: 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 sponsor on plan design initiatives as well as developing and implementing 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 Knowledge & Experience: 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 Bi-lingual a plus $70,530 - $88,160 USD 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. 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 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. Voya 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. Voya 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.