Retirement Plan Specialist at Voya Financial

Los Angeles, California, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Minimum 3 years of experience in retirement/financial services
Bachelor’s degree or equivalent experience
FINRA Series 6 or 7 and 63, 65
Strong interpersonal & communication skills
Identifies and resolves problems in a timely manner; Gathers and analyzes information and develops alternative solutions
Looks for ways to improve and promote quality
Strong organization skills; demonstrates accuracy and thoroughness

Responsibilities

Deliver on-site education for Plan Sponsor Participants
Conduct educational seminars/webinars focusing on Plan features and investments, as well as general investment-oriented and retirement-related seminars
Meet one-on-one to conduct financial advisory investment counseling sessions with employees and retirees
Interface with Plan Administration, legal counsel, and Plan Sponsors to identify, resolve, and respond to participant issues
Work with Plan Sponsors to increase participation among their employees
Contribute to the development and implementation of presentation material
Assist in scheduling retirement seminars/one-on-one appointments
Maintain compliance with all firm and FINRA regulatory requirements
May provide guidance and training to more junior staff
Additional responsibilities may be assigned

Skills

Financial Counseling

Investment Education

Retirement Planning

Seminar Presentation

Webinar Delivery

Plan Administration

Participant Engagement

Presentation Development

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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