Retirement Education Specialist in Los Angeles, CA at Voya

Date Posted: 5/1/2018

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    18653 Ventura Boulevard
    Los Angeles, CA
  • Job Type:
    Other
  • Experience:
    Not Specified
  • Date Posted:
    5/1/2018

Job Description

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Profile Summary:


****Must be located in the Southern California. Territory to include CA, OR, WA, AZ, CO, UT, MT, ID.   National travel quarterly.****

As a Participant Education Training Specialist, you will be supporting the goals for Voya’s Retirement Services as it relates to engaging individuals to save and invest for retirement. You will work directly with external clients as well as internal partners to deliver the right strategy that will drive improved retirement outcomes for the employees of a core set of clients – whether enrolling in their retirement plan, saving more or optimal product and service utilization. Must demonstrate confidence and be able to interact effectively with Voya’s relationship management, product and sales teams as well as directly with the client. Must be a professional public speaker and be effective at using a storytelling format when presenting. Familiarity with 401(k), 403(b) and 457 plans is helpful.


Profile Description:

  • Provides onsite education and motivational seminars on many financial themed topics to retirement plan participant and prospective retirement plan participants.
  • Customize PowerPoint presentation for specific plan design and plan features.
  • Maintain industry knowledge through continuing education programs required by their FINRA licenses in order to deliver onsite presentations on financial topics
  • Maintains onsite training measurement system in order to track effectiveness of onsite programs to the plan sponsor (client) and to internal Voya  groups
  • Maintain compliant presentation topics and speaking points to maintain industry standards and approved sales/advertising techniques
  • Book own travel plans via corporate supplied vendor and other duties as assigned

Education & Experience:

  • Bachelor’s degree or equivalent
  • 4-6 years financial industry experience
  • Excellent written and oral communication skills
  • FINRA Licensed (6 or 7 & 63 required.  Life license preferred or obtain with 60 days)
  • Bilingual Spanish preferred

         #CB

         #LI-TB1

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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