Retirement Plan Advisor
EmpowerSalary not specified
Retirement Plan Account Consolidation Representative at Voya Financial
Hartford, Connecticut, United States
Not SpecifiedCompensation
Entry Level & New Grad, Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries
Requirements
- FINRA 6 License Required
- FINRA 63 preferred or able to obtain within 120 days of hire
- 1-2 years of sales and customer service experience
- GED or High School Diploma Required (BA/BS preferred but not required)
- Experience in the financial services industry highly desirable but not required
- Customer focused, self-motivated, and able to work in a busy environment
- Strong communication and organizational skills
- Ability to provide professional, reliable, and prompt services, develop relationships with internal partners, troubleshoot, prioritize, and multi-task
Responsibilities
- Manage a consolidation goal ranging from $6-8M per month for an assigned territory
- Based on leads assigned or referred, make outbound calls to Voya participants and teleconference other carriers to initiate the rollover transfer process
- Handle large plan specific cases as the point of contact for leads into the ACT department
- Take triaged inbound phone calls, review client’s options, and assist participants requesting to move retirement assets into their active Voya retirement plan
- Complete all Voya required forms and other carrier forms for participants, including mailing forms to participants for signature
- Review participant forms for completeness and mail to other carriers for rollover
- Handle field inquiries on status, build working relationships with Field Agents, sell service models to the field for territory management and planning, and grow relationships to create lead opportunities
- Maintain a working relationship with an assigned Consolidation Assistant, including delegation of tasks and/or activity
- Other duties and projects as assigned
Skills
retirement plans
asset consolidation
rollover transfers
outbound calling
inbound calls
client assistance
teleconferencing
financial services
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