Client Relationship Manager
About The Position
Responsible for new business implementation, asset retention, growth of assets and client satisfaction for an assigned book of business. The role is based in New Jersey and allows 100% remote work from home, with frequent travel required. The Client Relationship Manager maintains and strengthens relationships with key clients, distribution partners and third-party administrators (TPAs); develops plans for managing key client relationships; and consults with clients and brokers on investment issues. The role also partners with plan sponsors on participant education campaigns, supports sales presentations as a subject matter expert, and introduces and supports new products and services.
Requirements
- At least 4 years of experience in the financial services industry or 2 years of experience in the defined contribution marketplace.
- FINRA Series 6 or 7 and Series 63 licenses.
- State insurance license.
- Strong analytical, organizational and time-management skills.
- Ability to travel frequently.
Nice To Haves
- Bachelor’s degree or equivalent work experience.
Responsibilities
- Maintain and strengthen relationships with key clients, distribution partners and TPAs.
- Develop business plans that identify key clients and list action steps to manage those relationships.
- Consult with clients and brokers on investment issues, including performance, diversification, style and suitability.
- Work with plan sponsors to design participant education campaigns intended to increase participation and contribution rates.
- Assist sales representatives with sales presentations and serve as a subject matter expert on the Voya Service Model, installation process, ongoing service and procedures.
- Introduce and support new product and service initiatives.
- Support new business implementation, asset retention, asset growth and client satisfaction for an assigned book of business.
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- Life insurance
- 401(k) savings plan with company matching contributions up to 6%
- Employer-paid Voya Retirement Plan cash balance benefit of 4%
- Tuition reimbursement up to $5,250 per year
- 20 days of paid time off
- Nine paid company holidays
- Flexible Diversity Celebration Day
- 40 hours of paid volunteer time per calendar year
- Incentive opportunities, which may include annual cash incentives, sales incentives and/or long-term incentives
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
