Internal Advisory Sales Support in Des Moines, IA at Voya

Date Posted: 3/20/2018

Job Snapshot

  • Employee Type:
  • Location:
    699 Walnut Street
    Des Moines, IA
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

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Job Description

Profile Summary:

Responsible for driving advisory sales through on-going support and servicing of field interaction with advisors. This includes but is in not limited to financial planning assistance and preparation, proposal creations, meeting planning and preparation, systems support/training  and support for external wholesalers.

Profile Description:

Provides one-on-one sales, product and practice management guidance and support.  This includes all functional middle and-back office support for advisor offices. Proactively develops and maintain relationships with top advisors, external wholesalers and strategic partners. Actively participates in the supporting new recruit (advisors shops that are new to Voya) to ensure a smooth transition and continued growth.

Knowledge and Experience:

-Communicating benefits of products, platforms and solutions to all advisory producers. 

-Provides input into the development of new products and services. 

-Provides on-going training for products, procedures, and programs. 

-Act as liaison with home office, outside contractors, and vendors.

-Identifies follow-up activity for internal and external advisory support staff

-Be actively engaged with top office management professionals for the Advisory Masters reps offices.

-FINRA series 6 and 63

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.