Inside Sales Rep - Retirement Services

United States

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Retirement ServicesIndustries

Requirements

Candidates should possess a college degree or equivalent work experience. Required licenses include Series 6 and 63. Strong organizational skills, attention to detail, communication skills, and time management skills are necessary. The ideal candidate is an independent self-starter who thinks proactively. Experience with DC Retirement Plan Administration/Document is a plus.

Responsibilities

The Inside Sales Associate will partner with the Regional Vice President of Sales to drive 401(k) plan sales within a designated geographic area. Responsibilities include collaborating with sales teams to develop territories through outreach, client onboarding, and enrollment efforts. Key duties involve making outbound calls and emails to generate and close new leads, conducting targeted campaigns, providing quality customer service, communicating product and plan design information, and completing daily tasks and inquiries. The role also supports the onboarding experience for new Plan Sponsors and may involve other assigned duties.

Skills

Sales

Outreach

Client Onboarding

Enrollment

Lead Generation

401(k) Plans

Financial Services

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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