Tax Exempt, Client Manager in Windsor, CT at Voya

Date Posted: 8/12/2018

Job Snapshot

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

Job Description

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  • Leads a team of client relation relationship specialists responsible for supporting the retention and growth of TEM’s existing retirement services business.
  • Develops strategic direction for the team across assigned distribution channels and/or product lines.
  • Has thorough understanding of assigned clients’ requirements and develops product/service oriented strategies to meet these requirements.
  • Responsible for assisting field in price negotiations and product/platform modifications and/or transitions.
  • Works closely with various departments across the company to ensure that integrated service is provided to clients.
  • Monitors service levels of the sales support functions to ensure that functions are performed according to business objectives.
  • Supports the SRM, VPICs and Core sales teams in the management of large and/or complex relationships or key “at risk” relationships.
  • Assist with the preparation and delivery of finalist presentations and custom plan review.
  • Responsible for the departmental budget allocation and oversight specific to Client Management function and services.
  • Other responsibilities as assigned.

Knowledge & Experience:

  • Bachelor’s degree or equivalent experience
  • 6+ years of sales, relationship management experience
  • 5+ years of staff management experience
  • In-depth knowledge of company’s products and services
  • Strong problem solving and negotiation skills
  • Excellent verbal and written communication skills

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.