Enroller-Retire Svcs in San Jose, CA at Voya

Date Posted: 2/12/2018

Job Snapshot

  • Employee Type:
  • Location:
    San Jose, CA
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

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.

Job Description:
We are looking for a self confident, high-energy individual who enjoys delivering complex subject matter in the form of educational presentations to a variety of audiences and individuals. A person who can articulate and explain Defined Compensation Retirement Plan benefits to diverse audiences, build relationships with customers, work independently, as well as part of a team. Our successful candidate will possess the ability to motivate and persuade others through presenting information in a dynamic manner. Other essential attributes include a customer service driven attitude, solid organizational skills and the ability to listen carefully and attentively to participants.

Job Responsibilities:
Enroll new Participants in Defined Contribution retirement plans through educational/enrollment meetings, as well as service existing plan participants.  Coordinate communication between plan sponsor, management team, other Account Representatives and Administrative Staff.

Candidates should have a college degree in finance or related fields with experience in the financial services industry.  Should hold a FINRA Series 6 or 7 Registration and a State of California Life license is preferred. Other requirements include knowledge of retirement plans and mutual funds. Candidates must also have polished verbal communication and time management skills. Bilingual skills a plus.

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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