Retirement Services - Sales Operation Specialist in Windsor, CT at Voya

Date Posted: 4/6/2018

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    1 Orange Way
    Windsor, CT
  • Job Type:
    Sales
  • Experience:
    Not Specified
  • Date Posted:
    4/6/2018

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;

We are looking for an Operations Business Specialist to support Participant Service and Sales Solutions in delivering a consistent end-to-end customer experience while driving sales and retention through:

  • Develop and maintain job aids and procedures
  • Create and maintain content for SharePoint, Knowledge Management and Plan At A Glance PS3 extension   
  • Supporting Operational Readiness in the deployment of Participant Service and Sales Solutions proprietary systems, processes and best practices

Profile Description;

Partnering with Participant Service and Sales Solutions subject matter experts to support the implementation of an effective and sustainable new hire and continuous development training environment.


  • Develop and maintaining job aids, procedures and supporting resources
  • Create content for, designing and maintaining department SharePoint site
  • Collaborate with subject matter experts and business partners to create content and appropriate evaluations of skills and knowledge transfer
  • Identifying, recommending and implementing improvements to processes, procedures, etc.
  • Provide side by side on the job coaching for front-line staff
  • Gain a thorough knowledge of products, departmental processes, and operational systems.
  • Support Participant Service and Sales Solutions strategic initiatives and projects in Operational Readiness planning, communications and content

Education & Experience:

  • BS degree or equivalent work experience
  • 2+ years experience in Retirement Service & Sales
  • FINRA Series 6 or 7 preferred
  • Strong written and verbal communication skills.
  • In depth understanding of multiple lines of business.  Ideal candidate will possess strong knowledge of Participant Service and Sales Solutions processes, as well as knowledge of Retirement Services and VFA products, systems, procedures etc.
  • Ability to build and maintain strong working relationships with a wide variety of business partners
  • Ability to influence and lead others
  • Proactive mindset and ability to work independently.
  • Strong organization and time management skills.

          #CB

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.