Sales Support Specialist 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

FINRA Series 6 & 63 License required
Series 7 strongly preferred or must be obtained within 6 months
Demonstrated relationship building skills in a phone environment
Strong multi-tasking and time management skills
Detail-oriented
Strong communication skills, written and verbal
Background in Defined Contribution products or retail products

Responsibilities

Support Internal Sales Representatives with internal rollovers & consolidation of outside retirement assets into Participants' new retirement accounts
Assist self-directed customers with funding into new online accounts
Ensure all inbound calls from Participants are directed appropriately
Make outbound calls to participants for outstanding paperwork or status of rollover
Make outbound calls to outside carriers to check status of rollover or obtain status
Assist participants with obtaining signatures from Plan Sponsor/TPA/Signature guarantees
Handle participant inquiries on status and build working relationships with internal partners
Produce analyses, sales proposals, and sales illustrations
Communicate with agents and/or brokers to answer inquiries and resolve problems
Develop marketing programs for assigned cases
Promote product lines through marketing efforts via telephone, mail, and field interaction
Coordinate seminars/training for agents, clients, and/or brokers
Other duties and projects as assigned

Skills

Inbound Calls

Outbound Calls

Rollover Processing

Account Consolidation

Customer Service

Paperwork Management

Plan Sponsor Coordination

TPA Support

Retirement Accounts

Financial Support

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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