Internal Wholesaler-Retirement Services

Voya FinancialBoston, MA
1dHybrid

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 Profile Summary: Currently have 2 open positions on this team Initiate and/or follow up on sales calls, identify new sales opportunities. Answer product questions. May coordinate sales efforts with outside sales reps. Please Note: This position has been designated as a hybrid-office/home role. Details of your in-office schedule will be finalized with your manager. Candidates must be located within a 50-mile radius from your assigned office. Profile Description: Make outbound calls daily as well as taking daily inbound calls. Provide quality customer service to internal and external customers. Communicate product information to the customer and answer questions. Track sales/assets daily/monthly/ quarterly and report accordingly. Follow up on wholesaler visit. Provide a weekly call/activity report to manager. Other duties as assigned.

Requirements

  • Bachelor's degree
  • 2-4 years related sales/marketing experience
  • Depending on products sold, may require various licenses/certificates; or may be required to obtain required licenses within a certain time frame
  • Excellent telephone, written and verbal communication skills
  • FINRA Series 6 and 63 preferred or can obtain within 3-6 months.
  • Candidates must be located within a 50-mile radius from your assigned office.

Nice To Haves

  • FINRA Series 6 and 63 preferred

Responsibilities

  • Initiate and/or follow up on sales calls, identify new sales opportunities.
  • Answer product questions.
  • May coordinate sales efforts with outside sales reps.
  • Make outbound calls daily as well as taking daily inbound calls.
  • Provide quality customer service to internal and external customers.
  • Communicate product information to the customer and answer questions.
  • Track sales/assets daily/monthly/ quarterly and report accordingly.
  • Follow up on wholesaler visit.
  • Provide a weekly call/activity report to manager.
  • Other duties as assigned.

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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