Together we fight for everyone’s opportunity for a better financial future.
We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.
Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.
Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply Now
Get to Know the Opportunity:
As a Financial Planning Consultant, you will be responsible for the service, retention, sales and the development of the Retail IRA and service offering for the Voya Retail business. You will be expected to manage/retain/grow through outside sales the ongoing client relationship through regular outreach and direct the customer relationship utilizing other Investor Channel roles for support. This is an opportunity that be done remote.

The Contributions You’ll Make:

• Responsible for the attainment of personally assigned and division-paid production goals while working with minimal daily supervision. Primary clients are within the mass affluent segment of Voya’s Retail IRA business. Conduct needs analysis to help clients make the best investment decision for their individual situation. Ability to implement advanced strategies for customers in a retail account including, but not limited to, retirement income planning and wealth accumulation.
• Maintain and apply expertise in financial securities and investments, insurance and related areas in order to provide point in time and ongoing guidance, advice and planning services to customers. Responsible for the attainment of sales production goals.
• Manage ongoing client relationship and as appropriate in the capacity of an Investment Advisor Representative. This responsibility will be measured through customer asset retention and customer satisfaction metrics.
• Quarterback the delivery of the Voya value proposition (America’s retirement company) at the individual customer level by directing all outbound campaigns and service delivery activities for the individual customer. This responsibility will primarily be measured by customer retention metrics and service execution.
• Model industry leading sales, service and customer relationship best practices, share these best practices across the Voya organization, and be fully compliant with regulatory and/or fiduciary standards as appropriate.
• Other duties and projects as assigned

Minimum Knowledge & Experience:

• College Degree OR Relevant financial services experience of 3+ years .
• Licensure will include Series 7 and 65/66 and CRPC designation. Insurance licensing/CRPC required or to be obtained within 6 months of hire.
• Identified representative will show strong sales and customer relationship experience, a full understanding of 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.
• Willingness to share best practices, strong work ethic, combination of inbound and outbound calling experience and leadership traits are expected.

Preferred Knowledge & Experience:

• MBA, CFP or CFA designations.

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Compensation Pay Disclosure:
Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities.
The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.
Actual compensation offered may vary from the posted salary range based upon the candidate’s geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

Please refer the Job description for details