Regional Consultant at Voya Financial

Boston, Massachusetts, United States

Voya Financial Logo
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

sales proposals
sales illustrations
mutual funds
inbound calls
outbound calls
sales support
producer onboarding
telephone marketing
customer inquiries
financial products

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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