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Sales Administration Specialist-Broker Dealer in Des Moines, IA at Voya

Date Posted: 2/17/2019

Job Snapshot

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Job Description

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Profile Summary:

Reports to the Director of Insurance Agency supporting Voya Financial Advisors.  Operations and Sales administrative programs/processes for Voya Insurance Solutions.  Serves as a liaison between Insurance Agency area and other areas of the company.

Profile Responsibilities:

  • Create management information and ad hoc reports required by assigned distribution channels.
  • Support programs for clients and sales associates that contribute to company sales and growth objectives.  
  • Interact with other areas of the company and outside customers.
  • Assist in development and delivery of training modules to internal and external customers.
  • May coordinate internal administration processes and/or assist with systems testing
  • Researches, identifies and resolves problems related to specific responsibilities and recommends solutions/improvements
  • May develop and maintain tracking, billing or other New Business reports
  • Coordinates new case processes, including installation, establishment of records etc.  Manages new case implementation to ensure timeliness and accuracy standards are met.
  • -May assist in establishing sales & service agreements..
  • -May coordinate preparation and distribution of sales materials.
  • Other duties as assigned.

Knowledge & Education:

-Bachelors degree or equivalent experience

-3-5 years related experience required

-FINRA Series 6 preferred

-Information analysis and reporting experience

-Microsoft Office knowledge

-Demonstrated problem solving skills

-Strong verbal and written communication skills

-Demonstrated organizational skills

-Travel maybe required for off-site meetings & conferences


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.


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