Regional Coordinator - Intermediary

VOYA Financial-posted 3 months ago

$65,000 - $70,000/Yr

Full-time • Entry Level

Atlanta, GA

5,001-10,000 employees

Insurance Carriers and Related Activities

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A successful Regional Coordinator (Internal Sales Representative) will work closely with our Senior Regional Directors (External Sales Representatives) within Voya Investment Management's Intermediary Distribution team to further the overall sales process. A Regional Coordinator should possess strong relationship building skills, presentation skills, capital markets knowledge, understanding of Voya IM's products and services as well as the ability to demonstrate consultative sales skills such as prospecting, probing and ultimately furthering the client journey through their position on the Sales Desk.

Work collaboratively with the Senior Regional Director (External Sales Representative) to improve the effectiveness of the team and maximize territory sales efforts and attain sales goals by growing existing clients and developing new clients.
Conduct time and territory management activities such as assessing territory data and segmentation for best opportunities, strategic planning, zone/rotation planning, establishing priorities, schedule, follow up, and CRM documentation.
Anticipate the needs of our Financial Advisor clients through intentional preparation, profiling, positioning, follow through and closing skills.
Effectively communicate via phone, video, one-on-one, host group presentations, written and digital formats.
Articulate the process, performance and nuances of Voya's products and services, and provide competitive analysis to Advisors.
Actively participate in comprehensive, ongoing training including data & technology, communication skills, product knowledge, leadership skills, territory management, client experience, collaborating and maximizing Firm resources and personal adaptability.
Display initiative to succeed and adapt to diverse and changing people and their needs.

Must have at least a 4-year degree from accredited college or university, or equivalent, relevant experience.
2 - 5 years of sales experience within the Financial Services industry preferred.
Strong working knowledge of popular sales software and Microsoft Office with an emphasis on Excel.
Strong written/verbal communication skills and a strict attention to detail.

FINRA SIE, Series 7 and 63/65 or 66 are required for the role. If not currently held, must pass within 90 days of hire.
Professional, adaptable, collaborative, creative, self-motivated, organized, and responsible.
Demonstrate an upbeat, positive attitude and excel in a team environment.
Proficient time management, problem solving skills and follow up skills.

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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Regional Coordinator - Intermediary

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