Client Relationship Manager

Voya Financial • Phoenix, AZ

1d

About The Position

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision. Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply Now Job Description Profile Summary: Responsible for asset retention, growth, and client satisfaction for assigned book of business. Profile Description: 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 sponsor on plan design initiatives as well as developing and implementing participant education campaigns with the goal of increasing participation and contribution rates Assist sales representatives with sales presentations and act as subject matter expert in topics such as Voya Service Model, installation process, ongoing service and procedures Introduce and support new product and service initiatives

Requirements

• Bachelor’s degree preferred or equivalent work experience
• Minimum of 4 years of experience in the financial services industry or 2 years within the defined contribution marketplace
• FINRA series 6 or 7 and 63 State insurance license
• Strong analytical, organizational and time management skills
• Ability to travel frequently

Nice To Haves

• Bi-lingual a plus

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 sponsor on plan design initiatives as well as developing and implementing participant education campaigns with the goal of increasing participation and contribution rates
• Assist sales representatives with sales presentations and act as subject matter expert in topics such as Voya Service Model, installation process, ongoing service and procedures
• Introduce and support new product and service initiatives

Benefits

• Health, dental, vision and life insurance plans
• 401(k) Savings plan – with generous company matching contributions (up to 6%)
• Voya Retirement Plan – employer paid cash balance retirement plan (4%)
• Tuition reimbursement up to $5,250/year
• Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
• Paid volunteer time — 40 hours per calendar year

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level