This role is responsible for the service, retention, sales and the development of the Retail IRA and service offering for the Voya Retail business. Expectations will be that these representatives will manage/retain/grow through outside sales the ongoing client relationship through regular outreach and direct the customer relationship utilizing other Investor Channel roles for support.
Profile Description
- Responsible for the attainment of personally assigned and division-paid production goals while working with minimal daily supervision. Primary clients are within the mass affluent segment of Voya’s Retail IRA business. Conduct needs analysis to help clients make the best investment decision for their individual situation. Ability to implement advanced strategies for customers in a retail account including, but not limited to, retirement income planning and wealth accumulation.
- Maintain and apply expertise in financial securities and investments, insurance and related areas in order to provide point in time and ongoing guidance, advice and planning services to customers. Responsible for the attainment of sales production goals.
- Manage ongoing client relationship and as appropriate in the capacity of an Investment Advisor Representative. This responsibility will be measured through customer asset retention and customer satisfaction metrics.
- Quarterback the delivery of the Voya value proposition (America’s retirement company) at the individual customer level by directing all outbound campaigns and service delivery activities for the individual customer. This responsibility will primarily be measured by customer retention metrics and service execution.
- Model industry leading sales, service and customer relationship best practices, share these best practices across the Voya organization, and be fully compliant with regulatory and/or fiduciary standards as appropriate.
- Other duties and projects as assigned
Apply: Here
Deadline: ASAP