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Internal Client Relationship Manager
Voya Financial
Windsor, CT, United States
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Profile Summary:
We are looking for a self-confident, high-energy individual who has strong multi-level relationship building skills; excellent verbal and written communication, and is driven to achieve team and individual goals. The successful candidate will possess strong analytical and time management skills. This individual will have a solid understanding of retirement industry trends, concepts, products, and practices as well as a commitment to maintaining that knowledge.
The candidate will possess the ability to effectively present information to various audiences; and using strong consultative skills, will be able to identify client needs and proactively offer solutions. Other essential attributes include solid organizational skills, client-driven attitude, goal oriented and the ability to work well independently.
Profile Description:
• Promoting the sale and retention of company products and services to plan sponsors and distributors.
• Proactively partnering with sponsors and advisers to promote the value of plan design services as well as participant enrollment and education.
• Managing sponsor relationships through on-line plan review meetings and support as well as informational webcasts.
• Consulting with sponsors and brokers on investment issues including performance, diversification and style.
• Maintaining ongoing relationships with plan sponsors and key distributors in order to maximize retention.
• Acting as an key Voya contact; taking ownership and seeing complex issues through to resolution.
Education & Experience:
• BS Degree preferred or equivalent experience
• 2-5 years experience in Retirement Defined Contribution plans; including product, pricing, and plan services.
• Demonstrates a solid understanding of Plan Administration.
• Possesses strong consultative skills; able to identify client needs and proactively offer solutions.
• Excellent written and verbal communication.
Ability to take ownership and see complex issues through to resolution.
• Series 6 required.
• Series 63 and Life Insurance licenses required within 6 months of hire.
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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.