Investment Advisor

About Voya

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

The Opportunity

Employment Type: Full time

This role is responsible for the enrollment, retention, and development of the In Plan Advice product and service offering for the Voya Retirement business. Expectations will be that these representatives will develop the relationship to include sales, retention, and growth of the ongoing client relationship through regular outreach. The Investment Advisor will work with all levels of plan participants regardless of age, asset size or job status (active and terminated).

This is a 100% remote position and the selected candidate can reside anywhere in the U.S.

Your Contributions

• Manage new and ongoing client relationships within the In Plan Advice product suite – this responsibility will be measured through enrollment of new participants, retention metrics and client asset consolidation metrics.
• Use of Pro Advisor and other Financial Planning tools is required.
• Handle transferred inbound calls from the internal business partners to present and transition existing active and separated participants into an actively managed account solution.
• Quarterback the delivery of Voya’s in plan managed account service by providing objective guidance and advice that drives retirement readiness outcomes to plan participants– this responsibility will primarily be measured by customer satisfaction and outcomes as well as sales and retention metrics.
• Model industry leading sales best practices, share best practices across the organization and remain compliant with fiduciary standards and customer best interest contract delivery.
• Additional responsibilities, as required.

Minimum Knowledge & Experience

• Financial services or related experience of 5+ years
• Licensure: Series 6 or 7, 63, 65/65 and an additional recognition (MBA, CFP, CFA or other approved designation) will be supported.
• Sales and Customer Relationship Experience: Strong sales and customer relationship experience.
• Retirement Planning: Full understanding of retirement and retirement income planning.
• Fiduciary Standards: Full adherence to FINRA/DOL fiduciary standards (including delivery of service against those standards).
• Customer Experience: Dedicated to delivering an outstanding customer experience with every customer interaction.
• Collaboration: Willingness to share best practices.
• Work Ethic: Strong work ethic.
• Calling Experience: Combination of inbound and outbound calling experience.
• Leadership: Leadership traits are expected.
• Product Expertise: Maintains and applies expertise in insurance, securities, investments, and related areas in order to provide direction, instruction and guidance to service clients.
• Voya Product Knowledge: Full knowledge and understanding of Voya’s retirement and other investment product offerings is required.
• Advisory Product Knowledge: Full knowledge of all Advisory products (Retail and In Plan) as well as Edelman Financial Engines and Morni.