Client Relationship Manager
About The Position
Responsible for new business implementation, asset retention, growth of assets and client satisfaction for assigned book of business. 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 sponsor to design 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
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 sponsor to design 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
