Voya Financial-posted 1 day ago
Full-time • Mid Level
Hybrid • Fresno, CA
251-500 employees

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 – Profile Summary: Retirement Plan Specialist for the Tax Exempt Market Profile Description: Deliver on-site education for Plan Sponsor Participants. Conduct educational seminars/webinars focusing on Plan features and investments, as well as general investment-oriented and retirement-related seminars. Meet one-on-one to conduct financial advisory investment counseling sessions with employees and retirees. Interface with Plan Administration, legal counsel, and Plan Sponsors to identify, resolve, and respond to participant issues. Work with Plan Sponsors to increase participation among their employees. Contribute to the development and implementation of presentation material. Assist in scheduling retirement seminars/one-on-one appointments. Maintain compliance with all firm and FINRA regulatory requirements. May provide guidance and training to more junior staff Additional responsibilities may be assigned

  • Deliver on-site education for Plan Sponsor Participants.
  • Conduct educational seminars/webinars focusing on Plan features and investments, as well as general investment-oriented and retirement-related seminars.
  • Meet one-on-one to conduct financial advisory investment counseling sessions with employees and retirees.
  • Interface with Plan Administration, legal counsel, and Plan Sponsors to identify, resolve, and respond to participant issues.
  • Work with Plan Sponsors to increase participation among their employees.
  • Contribute to the development and implementation of presentation material.
  • Assist in scheduling retirement seminars/one-on-one appointments.
  • Maintain compliance with all firm and FINRA regulatory requirements.
  • May provide guidance and training to more junior staff
  • Additional responsibilities may be assigned
  • Minimum 3 years of experience in retirement/financial services
  • Bachelor’s degree or equivalent experience
  • FINRA Series 6 or 7 and 63, 65
  • Strong interpersonal & communication skills
  • Identifies and resolves problems in a timely manner; Gathers and analyzes information and develops alternative solutions
  • Looks for ways to improve and promote quality
  • Strong organization skills; demonstrates accuracy and thoroughness
  • This position is a Hybrid position, this individual must be onsite in our Fresno, CA office 2-4 times per month.
  • 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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