Sales Administration Assistant - Financial Services in Braintree, MA at Voya

Date Posted: 2/12/2018

Job Snapshot

  • Employee Type:
  • Location:
    Braintree, MA
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

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Profile Summary:

Reports to the National Sales Manager Supporting Voya Financial Advisors.  Production reporting/analysis and administrative programs /processes for Sales’ Distribution area.  Serves as a liaison between Sales Distribution area and other areas of the company.

Profile Description:

1.  Create production reporting requirements from customer needs analysis.  

2. Create ad hoc reports required by assigned distribution channels.

3. Support programs for clients and sales associates that contribute to company sales and growth objectives.   Address questions and resolve problems for clients.  Interact with other areas of the company and outside customers.

4. Assist management in development and delivery of training modules to internal and external customers.

5. Assist with event Planning for large scale Conferences

6. Manage travel arrangements, day to day business needs, and financials of the Sales Manager and other support as needed

7.  May assist in preparation service agreements.

8. May coordinate preparation and distribution of sales materials.

9. Other duties as assigned.

Education & Experience:

  • Bachelors degree or equivalent experience
  • 3-5 years related experience required preferably in Financial or Retirement Services
  • Information analysis and reporting experience
  • Microsoft suite knowledge
  • Demonstrated problem solving skills
  • Strong verbal and written communication skills
  • Demonstrated organizational skills
  • Is travel expected to perform this job? Yes       If so, what percentage of time will be spent traveling?  10%

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.