Regional Coordinator - Intermediary at Voya Financial

Atlanta, Georgia, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Investment ManagementIndustries

Requirements

Must have at least a 4-year degree from accredited college or university, or equivalent, relevant experience
2 - 5 years of sales experience within the Financial Services industry preferred
Strong relationship building skills
Strong presentation skills
Capital markets knowledge
Understanding of Voya IM’s products and services
Ability to demonstrate consultative sales skills such as prospecting, probing and furthering the client journey
Strong moral character
Displays initiative to succeed and adapts to diverse and changing people and their needs
Accepts diverse perspectives and means of accomplishing goals
Ability to develop positive, professional, respectful relationships with Financial Advisor clients, peers, External, Centers of Influence, management, etc
Strives to improve skills both with and without guidance
Steward of the Company Values

Responsibilities

Work collaboratively with the Senior Regional Director (External Sales Representative) to improve the effectiveness of the team and maximize territory sales efforts and attain sales goals by growing existing clients and developing new clients
Time and territory management activities such as assessing territory data and segmentation for best opportunities, strategic planning, zone/rotation planning, establishing priorities, schedule, follow up, and CRM documentation
Anticipate the needs of Financial Advisor clients with intentional preparation, profiling, positioning, follow through and closing skills
Effectively communicate via phone, video, one-on-one, host group presentations, written and digital
Articulate the process, performance and nuances of Voya’s products and services
Demonstrate understanding of the capital markets and how they shape expectations of Voya investment products
Provide competitive analysis, with the ability to have in-depth conversations with Advisors on interpreting the results and positioning Voya products appropriately
Actively participate in comprehensive, ongoing training including data & technology, communication skills, product knowledge, leadership skills, territory management, client experience, collaborating and maximizing Firm resources and personal adaptability

Skills

Relationship Building

Presentation Skills

Capital Markets

Consultative Sales

Prospecting

Probing

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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