Regional Consultant at Voya Financial

Boston, Massachusetts, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Bachelor Degree in finance or business related field or equivalent experience
Financial or sales experience preferred
Highly motivated and driven with a passion for sales
Strong verbal and written communication skills
FINRA SIE preferred. If not currently held, must obtain within 30 days of start date
FINRA Series 6 preferred. If not currently held, must obtain within 90 days of start date
Office essential role requiring in-office presence 5 days per week

Responsibilities

Answer inbound calls from producers and marketers, helping them with sales materials
Assist the Regional Sales Consultants with outbound call campaigns
Produce analyses, sales proposals and sales illustrations for the available platform mutual fund options
Communicate with agents, brokers and marketers to answer inquiries and resolve issues
Promote product lines through marketing efforts via telephone on a proactive and reactive basis
Administer the on boarding process for new producers in a designated territory
Cultivating existing and identifying new relationships with field representatives to better position products
Other duties as assigned

Skills

Key technologies and capabilities for this role

sales proposalssales illustrationsmutual fundsinbound callsoutbound callssales supportproducer onboardingtelephone marketingcustomer inquiriesfinancial products

Questions & Answers

Common questions about this position

What is the salary range for the Regional Consultant position?

This information is not specified in the job description.

Is this role remote or does it require office work?

This role is designated as office essential and will be in office 5 days per week.

What skills and qualifications are required for this position?

A Bachelor Degree in finance or business related field or equivalent experience is required, along with strong verbal and written communication skills, and a passion for sales. FINRA SIE is preferred and must be obtained within 30 days if not held, and FINRA Series 6 within 90 days.

What is the company culture like at Voya Financial?

Voya fosters a bold, action-oriented culture committed to financial opportunities for all, valuing differences, and encouraging employees to bring their whole selves to work while owning the culture.

What makes a strong candidate for the Regional Consultant role?

Candidates with a finance or business degree, sales experience, strong communication skills, and willingness to obtain FINRA SIE and Series 6 licenses quickly stand out, along with high motivation and passion for 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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