Operations Consultant in Windsor, CT at Voya

Date Posted: 2/12/2018

Job Snapshot

  • Employee Type:
  • Location:
    Windsor, CT
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

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Profile Summary:

***Currently seeking 3 Operations Consultants for our team in Windsor, CT.***  Assist with new business paperwork for new Corporate Market plan sponsors that are transitioning their retirement plans to Voya and provide them with a positive on-boarding experience.

Profile Description:

  • Assist in the efficient installation of retirement plans.
  • Detailed review of all related customer onboarding materials.
  • Effectively communicate with internal partners to obtain/supply information necessary to complete and process plan installation paperwork.
  • Update business systems to reflect the new sale and to allow for the ordering of enrollment and disclosure materials
  • Ensure all team and business related milestones are adhered to regarding the customer onboarding process.
  • Utilize CI/ Voya management tools to continually improve processes and contribute to team growth

Education & Experience:

  • FINRA Series 6 or ability to obtain within 90 days.
  • Strong computer skills to include but not limited to:  Microsoft Word, Excel, Outlook and PowerPoint.   
  • Excellent communication skills – ability to communicate articulately and in a professional manner.
  • Self-confident quick learner with a desire to be part of a high-energy work environment
  • Excellent interpersonal skills including ability to work well within a team and ability to work well with a variety of leadership styles.
  • High attention to detail to accurately complete tasks and provide appropriate documentation.
  • Highly organized and able to prioritize and anticipate demand.
  • Ability to work well in an ever changing environment with deadlines and scheduled deliverables.

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.