Sr. Retirement Consultant in Windsor, CT at Voya

Date Posted: 2/12/2018

Job Snapshot

  • Employee Type:
  • Location:
    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:

Role is designed to be first point of contact for separated from service participants and/or near retirees to service immediate account needs.  By doing so the goal is to identify the most appropriate outcome for the participant (stay in plan, roll to new plan, roll to IRA, cash out) in a FINRA/DOL best interests environment while providing education and creating awareness of Voya’s retirement assistance programs. 

Profile Description:

  • Provide differentiated service to separated from service plan participants and those that are nearing retirement through an objective retirement readiness consultation and educational discussion.  Primary clients are within the affluent segment of Voya’s DC plan business.
  • Ability to identify and educate complex strategies available to plan participants, with a focus on asset retention and/or new sales opportunities, who may be under utilizing the features and benefits available to them within their plan or at Voya.
  • Consult, educate, and advise the most appropriate action based on the individual’s retirement needs, wants and wishes.  Once the best solution is identified the incumbent will partner with the appropriate area to implement the strategy (In Plan Advice, Account Consolidation or Rollover/FA team) as appropriate.
  • Service all general transactional needs for inbound callers including investment guidance/advice
  • Not responsible for individual product recommendations
  • Other duties and projects as assigned.

Knowledge & Experience:

  • College degree is required. 
  • Financial services or related experience of 3-5 years is preferred. 
  • Licensure will include Series 6, 63, 7, 65/66 and CRPC designation. 
  • Identified representative will show strong capability at identifying potential sales opportunities with an eye towards customer retention. 
  • Representative should show solid understanding of sales and customer relationship experience, retirement and retirement income planning, full adherence to FINRA/DOL fiduciary standards (including delivery of service against those standards) and will be dedicated to delivering an outstanding customer experience with every customer interaction. 
  • Maintains and applies expertise in insurance, securities, investments and related areas in order to provide direction, instruction and guidance to service clients.
  • Full knowledge and understanding of Voya’s retirement and other investment product offerings is required.

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.