[Remote] National Internal Wholesaler at Voya Financial

United States

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Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

Requirements

Bachelor’s degree in Business, Finance or Marketing or related field preferred
1-3 years of sales, financial services, or retirement plan industry experience
Series 6, 63 and Life License preferred, or be expected to obtain them within a designated timeframe
Highly motivated self-starter with a passion for pursuing a career in sales
Strong learning agility
Competitive drive and ability to succeed in an activity-based sales environment
Strong verbal and written communication skills
Strong emotional intelligence
Comfortable in conducting proactive outbound outreach to financial professionals; guide discussions/overcome objections
Ability to balance high-volume outreach with consultative, relationship-driven conversations
Team-oriented contributor who thrives in a collaborative sales environment

Responsibilities

Collaborate with the Emerging Market Sales Desk and external Sales Directors nationally to execute territory sales strategies in the group retirement plan market
Conduct daily outbound calls to financial professionals aimed at securing meetings for Emerging Market Sales Directors and Internal Wholesalers
Qualify prospects, schedule advisor meetings and drive attendance to educational webinars and events
Follow up on webinars, meetings, and other territory-specific events
Track call and meeting outcomes and report accordingly
Submit weekly call/activity reports to the manager
Support the Emerging Market Sales Desk with non-client-facing tasks such as pricing, investment comparisons, and prospecting reports
Deliver high-quality customer service to both internal and external stakeholders
Communicate product information and respond to questions effectively
Perform other duties as assigned

Skills

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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