Central Scheduler-Retirement Services in Windsor, CT at Voya

Date Posted: 9/14/2018

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    1 Orange Way
    Windsor, CT
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    9/14/2018

Job Description

As part of the application process, a candidate account is required to log in and view application(s).  Please be sure to check email regularly for information regarding our employment process.

Profile Summary:

Seeking a Central Scheduler – Retirement Enrollment with a solid understanding of corporate market retirement plans, with strong time management skills.  A self-starter that is customer service driven with impeccable communication skills.  Comfortable speaking to team members and their clients (financial advisors and plan sponsors, alike) in support of new and existing business.


Profile Description:

• Provide a streamlined scheduling process for all education and enrollment meetings
• Coordinate and schedule meetings that optimize the Retirement Education Specialist’s time and travel within their region, and across regions when necessary
• Manage 4 – 6 Retirement Education Specialist’s calendars at one time
• Confirm meeting date/time and content between plan sponsor, Broker, TPA and sales/service team as applicable
• Send meeting confirmation to internal business partners and input all necessary data to calendar and Salesforce
• Send meeting confirmation to external business partners (brokers, sponsor, tpa) and coordinate with Sales Support Team to ensure kits are ordered and delivered timely

What’s in it for you?
• Enjoy a job opportunity with variety where no two days look alike.
• Take your career to the next level with one of the world’s largest and fastest growing financial services companies.

• An opportunity to turn your time management/communication skills and “can do” attitude into an exciting career


Experience & Education:

• Poised speaker with proven phone skills and the ability to engage colleagues and clients alike
• 2-4 years’ experience in employee benefits services
• Associates degree or equivalent experience
• FINRA series 6 and 63 or the ability to obtain within 60 days of hire
• State insurance license must be obtained within 60 days of hire
• Bilingual (English/Spanish) a plus, but not mandatory
 

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.

CHECK OUT OUR SIMILAR JOBS

  1. Sales Jobs
  2. Financial Advisor Jobs