Retirement Sales Support Specialist in Windsor, CT at Voya

Date Posted: 7/29/2018

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    1 Orange Way
    Windsor, CT
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    7/29/2018

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:

Support internal and external teams in building and maintaining strong client and advisor relationships in the Small/Mid Corporate market.  We are looking for a self-confident, high-energy individual who has a strong presence; excellent verbal and written communication, and is driven to achieve goals.  The successful candidate will possess strong analytical and time management skills.  You’ll develop relationships with internal partners and external clients, supporting day to day activities and providing excellent customer service.


Profile Description:

  • Facilitate the licensing and appointments of Producers.
  • Facilitate broker of record changes.
  • Coordinate site visits for advisors and clients in the Small/Mid Corporate market.
  • Partner with Small/Mid Corporate market  leaders on compliance approval for presentations, forms,  and meetings.
  • Develop effective relationships among field staff, home office, and distribution partners.
  • Provide various administrative support as necessary

Are you looking for an opportunity to learn, improve your skill set, and grow within Voya’s Retirement Services?


Education & Experience:

  • Series 6 Required or ability to obtain in 60 days.
  • Generally has 3+ years of applicable customer service experience.
  • Demonstrates a solid understanding of Plan Administration and required systems that support our clients.
  • Possesses strong Salesforce and Microsoft office knowledge.
  • Excellent written and verbal communication.
  • Customer focused with the ability to work collaboratively with internal and external partners.
  • Organized and efficient.  Ability to prioritize and support various administrative needs.
  • Other essential attributes include solid organizational skills,  goal oriented and the ability to work well with clients and advisors.

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.