Customer Retention Specialist-Retirement Services in Windsor, CT at Voya

Date Posted: 8/9/2018

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    1 Orange Way
    Windsor, CT
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    8/9/2018

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:

An inbound service role focused on all product sets offered through our Investor Channel regarding Financial Wellness & Retirement Readiness.


Profile Description:

  • As part of the role, will focus on handling inbound call volume, assisting customers in all service needs and asset retention of existing assets
  • In addition, will actively pursue referral opportunities for new sales to existing clients (retail retirement, in plan managed and other in plan assets) through education and guidance of available investment options
  • Will support initial call volumes, provide coaching and identify referral opportunities working within the Financial Wellness and Retirement Readiness programs

Education & Experience:

  • 2+ years of retirement plan based financial services experience or other customer service experience
  • Series 6, 63 required. Series 7 preferred must be attained within 3 months of hire.  Series 66 preferred should be attained within 6 months of hire.
  • In-depth knowledge of Voya Retail and institutional product  offerings
  • Will not  provide investing advice directly to clients
  • Primarily inbound call orientation, but may be required to participate in outbound campaigns as well
  • Strong systems and operational knowledge of internal procedures
  • Extreme customer focus
  • Detail orientation
  • Problem-solving orientation

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.