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

Key technologies and capabilities for this role

Inbound CallsOutbound CallsRollover ProcessingAccount ConsolidationCustomer ServicePaperwork ManagementPlan Sponsor CoordinationTPA SupportRetirement AccountsFinancial Support

Questions & Answers

Common questions about this position

What licenses are required for the Sales Support Specialist role?

FINRA Series 6 and 63 licenses are required, with Series 7 strongly preferred or must be obtained within 6 months.

Is this position remote or office-based?

This role is designated as office essential and requires being in the office 5 days per week.

What key skills are needed for this position?

The role requires demonstrated relationship building skills in a phone environment, strong multi-tasking and time management skills, detail-oriented approach, and strong written and verbal communication skills.

What is the company culture like at Voya Financial?

Voya Financial fosters a bold, action-oriented culture that values differences, encourages employees to bring their whole selves to work, and promotes an inclusive environment where everyone fights for financial opportunities.

What is the salary range for this role?

This information is not specified in the job description.

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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