Managed Account Consultant in Windsor, CT at Voya

Date Posted: 2/14/2018

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    Windsor, CT
  • Job Type:
    Consultant
  • Experience:
    Not Specified
  • Date Posted:
    2/14/2018

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:

The Managed Account Consultant will be responsible for primarily managed account customers at all asset levels. This role is responsible for retention and development of the Managed Account Retail IRA and service offering for the Voya Retail business.  Expectations will be that these representatives will manage, retain and grow the ongoing client relationship through regular outreach and direct the customer relationship utilizing other Participant Services and Sales Solutions (PSSS) roles for support.  In addition, representatives in this role may potentially be utilized to deliver Retirement Readiness/Financial Wellness coaching and delivery.


Profile Description:

  • Manage ongoing client relationship of all accounts assigned to them – this responsibility will be measured through retention metrics, client asset consolidation metrics and outbound contact efforts based on customer rating (quarterly/semi-annual/annual).  Use of Retirement Income Snapshot and other Financial Planning tools is required.
  • Deliver an annual portfolio review (composed of review of Risk Tolerance Questionnaire, review of current portfolio mix, review of any changes in financial or personal situation that would impact customer situation, etc.) to all clients within their assigned book of business. 
  • Quarterback the delivery of the Voya value proposition (America’s retirement company) at the individual customer level by directing outbound and service delivery activity for the individual customer – this responsibility will primarily be measured by customer retention metrics and service execution.
  • Model industry leading sales best practices, share best practices across the Voya PSSS organization and be 100% compliant with fiduciary standards and customer best interest contract delivery.
  • Other duties and projects as assigned.

Knowledge & Experience:

  • College degree is required. MBA, CFP or CFA designations are preferred, not required
  • Financial services or related experience of 5 – 7 years is preferred. 
  • FINRA Series 6, 63, 7, 65/66 and CRPC designation. 
  • Identified representative will show strong sales and customer relationship experience, a full understanding of retirement and retirement income planning, full adherence to FINRA/DOL fiduciary standards (including delivery of service against those standards) and will be dedicated to delivering an outstanding customer experience with every customer interaction. 
  • Willingness to share best practices, strong work ethic, combination of inbound and outbound calling experience and leadership traits are expected. 
  • Maintains and applies expertise in insurance, securities, investments and related areas in order to provide direction, instruction and guidance to service clients. 
  • Full knowledge and understanding of Voya’s retirement and other investment product offerings is required. 
  • Full knowledge of all Advisory products (Retail and In Plan) as well as Financial Engines and Morningstar systems/methodology.

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.