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

Date Posted: 4/15/2018

Job Snapshot

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

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:

***This position can be located at our Windsor, CT or Braintree, MA facilities***

Assist the Internal Sales Reps with internal rollovers & consolidation of outside retirement assets into the Participants new retirement account.

Profile Description:

-Ensure that all inbound calls from Participants are directed appropriately. 

-Outbound calls to participants for outstanding paperwork or status of rollover; outbound calls to outside carrier to check status of rollover or obtain NIGO/IGO status;

-Assist the participants with obtaining signatures from Plan Sponsor/TPA/Signature guarantees.

-Handle participant inquires on status, build a working relationship with internal partners..

-Other duties and projects as assigned.

Education & Experience:

-FINRA 6&63 License required.  Series 7 preferred or must be obtained with 6 months.
-Demonstrated relationship building skills in a phone environment.
-Strong multi-tasking and time management skills.
-Strong communication skills, written and verbal.
-Prefer  background in Defined Contribution products or retail products

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.