Account Consolidation Team Manager at Voya Financial

Boston, Massachusetts, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Retirement ServicesIndustries

Requirements

College degree required
Financial services or related sales/relationship/management experience of 3–5 years preferred
Licensure including at a minimum Series 6, 63, 26 (will consider qualified candidates to attain Series 26 within 4 months of hire)
Strong sales and customer relationship experience
Full understanding of retirement plan types and rules
Full adherence to FINRA/DOL/SEC regulatory standards (including delivery of service against those standards)
Dedicated to delivering an outstanding customer experience with every customer interaction
Ability to coach, build a team, and understand relationship between organizational strategy and business plan components
Strong work ethic, presentation skills, and leadership traits

Responsibilities

Train and lead a team of 12-15 registered representatives responsible for consolidating plan level assets with Voya
Manage team huddles, call and email reviews, 1x1 meetings with team, and performance reviews
Meet with new plan sponsors/advisors to discuss rollover-in process and partnerships
Drive training and new hire processes for new consolidation representatives
Ensure accountability for adherence to firm’s FINRA supervisory guidelines and procedures
Attain sales/consolidation production, activity, and customer satisfaction goals for the team and organization
Create a positive work environment with a commitment to coaching and employee development
Participate in the development and execution of business plans to meet organizational strategic initiatives
Manage, direct, and lead a consolidation sales/relationship/referral/service telephone team of up to 12-15 individuals to partner with field personnel to grow assets in Voya’s defined contribution business by assisting participants consolidate outside assets into plan
Build and maintain relationships with field partners and deliver a superior customer experience with a firm eye on compliance
Provide significant supervisory oversight (call monitoring, call quality, sales effectiveness, and documentation) as well as direct responsibility for consolidation sales goals in support of the Retirement business
Other duties and projects as assigned

Skills

Team Management

Sales Leadership

Relationship Management

Call Monitoring

Call Quality

Compliance

Customer Service

Supervisory Oversight

Sales Goals

Defined Contribution

Asset Consolidation

Telephone Sales

Voya Financial

Provides financial services and retirement solutions

About Voya Financial

Voya Financial offers a range of financial services, including retirement plans, investment management, and insurance products, to help individuals and businesses achieve financial wellness. Their services cater to individuals seeking retirement planning, employers looking to enhance employee benefits, and institutions needing tailored investment management. Voya stands out from competitors through its commitment to inclusiveness and corporate responsibility, which helps attract clients and talent. The company's goal is to build long-term relationships with clients, ensuring they achieve financial confidence and a fulfilling life.

New York City, New YorkHeadquarters

2014Year Founded

IPOCompany Stage

Fintech, Financial ServicesIndustries

5,001-10,000Employees

Benefits

Health Savings Account (HSA)

Flexible Spending Accounts (FSA)

Rally wellness program

Employee Assistance Program (EAP) and Work Life Services

Behavioral Health Family Support Program

Livongo support for diabetes, hypertension, and weight management

AccessHope cancer support

Wellthy caregiving assistance

Back-up child care and elder care

Health Advocate

ABLE accounts

Legal insurance

Identity theft protection

Voya Foundation Matching Gift Program

Risks

Increased competition from fintech companies may erode Voya's market share.

Operational challenges in integrating OneAmerica's business could affect service quality.

Regulatory scrutiny on fees may impact Voya's pricing strategies and profitability.

Differentiation

Voya's commitment to inclusiveness and corporate responsibility sets it apart in the market.

The acquisition of OneAmerica's retirement plan business expands Voya's client base significantly.

Voya's focus on digital financial planning tools enhances client engagement and satisfaction.

Upsides

Voya's ESG commitment aligns with the growing investor focus on sustainable investing.

The financial wellness market's growth offers significant opportunities for Voya's programs.

AI integration in investment management can enhance Voya's strategies and client outcomes.

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