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Internal Client Relationship Manager-Retirement Services

Company: VOYA
Location: Chandler
Posted on: June 10, 2021

Job Description:

As part of the application process, a candidate account is required to log in and view application(s). Please be sure to check email regularly for information regarding our employment process.

IMPORTANT SECURITY ALERT: Please be aware that Voya Financial will never ask you to join a Google Hangout, request you to purchase your own equipment, or pay to apply. Keep your information secure when communicating with employers online. For more information on how to protect yourself and where you should report these scams, see our security section.

Position Profile Summary:

Currently have 2 open positions. Location Windsor, CT or Chandler, AZ.

The Client Relationship Manager (CRM) is an individual contributor responsible for Voya's relationships with Corporate Retirement Plan Sponsors, Financial Advisors and Third Party Administrators (TPAs). The CRM manages a book of business comprised of small and mid-sized companies and is responsible for overall client satisfaction, retention and relationship expansion.

Profile Description:

  • Form, maintain and strengthen relationships with key clients, distribution partners and TPAs
  • Develop and manage business plans that identify key clients and advisors and list action steps to strengthen those relationships
  • Responsible for client retention and manages pricing strategy, RFIs, RFPs, and benchmarking exercises for client portfolio. Manage negotiations for existing clients.
  • Identifies business opportunities for both organic growth and across Voya. Work within the Voya organization to develop, position, and implement these solutions. Consult with clients and financial advisors on investment issues including performance, diversification, style and suitability
  • Work with plan sponsors to design participant education campaigns that drive increased participation and contribution rates and improve overall plan health.
  • The successful candidate will possess strong analytical and time management skills, have an attention to detail, and take ownership for resolving client and advisor issues.
  • Other essential attributes include solid organizational skills, responsive client-driven attitude, goal oriented and the ability to work well independently

Knowledge & Experience:

  • Minimum of 4 years of experience in the financial services industry or 2 years within the defined contribution marketplace
  • Demonstrate knowledge of defined contribution financial products and services
  • Preferred: client management experience with knowledge of plan design features for 401(k) and non-qualified, ERISA plans, legal and regulatory framework, industry trends
  • Preferred: consultative and negotiation skills, demonstrate strong verbal and written communications skills
  • Bachelor's degree preferred or equivalent work experience
  • FINRA series 6 required. Must obtain series 63 and State insurance license within 90 days.

#LI-TB1

Critical Skills

At Voya, we have identified the following critical skills which are key to success in our culture:

  • Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
  • Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
  • Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
  • Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
  • Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Learn more about Critical Skills.

Keywords: VOYA, Chandler , Internal Client Relationship Manager-Retirement Services, Other , Chandler, Arizona

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