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Internal Wholesaler-Small/Mid Corporate Markets in Windsor, CT at Voya

Date Posted: 2/7/2019

Job Snapshot

  • Employee Type:
  • Location:
    Windsor, CT
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

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The Internal Wholesaler partners with External Wholesaler to develop and maintain the territories they support through extensive sales and marketing efforts with the intentions of exceeding sales goal and increasing the Voya footprint within their territory.  A successful Internal Wholesaler possesses strong product and consultative sales skills, initiates and/or follows up on the pipeline, identifies new sales opportunities, and relentlessly focuses on the customer experience.


- Work collaboratively with the Regional Vice President to attain  sales goals.

- Place outbound calls to financial advisors as well as take inbound calls.  Follow up on pipeline, prospect for new opportunities, and set appointments.

- Price, position and process proposals

- Provide quality customer service to internal and external customers.  Communicate product information to the customer and answer questions.

- Track sales/assets daily/monthly/ quarterly and report accordingly.

- Provide current information to the sales team and distribution partners in the areas of products/services, competitive intelligence, and industry trends

- Conduct targeted broker/advisor call campaigns to drive meeting, proposal and sales activities

- Other duties as assigned.


Bachelor's degree

2-5 years proactive sales experience within the Financial Services Industry

Series 6 & 63, Life Licenses preferred, or must obtain within 90 days of hire.

Excellent telephone, written and verbal communication skills

Attention to detail required

Candidate should have an ability to excel in a team environment



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 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 about Critical Skills.