National Internal Wholesaler

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 PlanningIndustries

Requirements

Candidates should possess a Bachelor's degree in Business, Finance, or Marketing, or a related field, and have 1-3 years of experience in sales, financial services, or the retirement plan industry. Preferred qualifications include Series 6, 63, and Life licenses, or the willingness to obtain them. Strong self-motivation, a passion for sales, high learning agility, competitive drive, excellent verbal and written communication skills, and strong emotional intelligence are essential. The role requires comfort with proactive outbound outreach, the ability to balance high-volume calls with consultative conversations, and a team-oriented approach.

Responsibilities

The National Internal Wholesaler will partner with Internal/External Wholesalers and financial professionals to drive retirement plan sales, focusing on outbound outreach, lead qualification, and relationship development. Key duties include collaborating on sales strategies, conducting outbound calls to financial professionals to secure meetings, qualifying prospects, scheduling advisor meetings, and driving attendance to educational events. The role also involves following up on events, tracking and reporting call/meeting outcomes, supporting the sales desk with tasks like pricing and prospecting reports, delivering high-quality customer service, and effectively communicating product information.

Skills

Sales

Retirement Plan Sales

Outbound Outreach

Lead Qualification

Relationship Development

Prospecting

Pricing

Investment Comparisons

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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