Wealth Consultant

Voya Financial • Boston, MA

2d • $94,800 - $118,500

About The Position

This role is designed to be the first point of contact for participants who are separated from service or nearing retirement, to service their immediate account needs. The goal is to identify the most appropriate outcome for the participant (stay in plan, roll to new plan, roll to IRA, cash out) in a FINRA/DOL best interests environment, while providing education and creating awareness of Voya’s retirement assistance programs. The position provides differentiated service to separated from service plan participants and those that are nearing retirement through an objective retirement readiness consultation and educational discussion. Primary clients are within the mass affluent segment of Voya’s DC plan business. The incumbent will consult, educate, and advise on the most appropriate action based on the individual’s retirement needs, wants and wishes. Once the best solution is identified, the incumbent will partner with the appropriate area to implement the strategy (In Plan Advice, Account Consolidation or Rollover/FA team) as appropriate. The role also services all general transactional needs for inbound callers, including investment guidance/advice, but is not responsible for individual product recommendations. Other duties and projects will be assigned.

Requirements

• College degree is required.
• Licensure will include Series 6, 63, 7, 65/66 and CRPC designation.
• Identified representative will show strong capability at identifying potential sales opportunities with an eye towards customer retention.
• Representative should show solid understanding of sales and customer relationship experience, retirement and retirement income planning, full adherence to FINRA/DOL fiduciary standards (including delivery of service against those standards) and will be dedicated to delivering an outstanding customer experience with every customer interaction.
• Maintains and applies expertise in insurance, securities, investments and related areas in order to provide direction, instruction and guidance to service clients.
• Full knowledge and understanding of Voya’s retirement and other investment product offerings is required.

Nice To Haves

• Financial services or related experience of 3-5 years is preferred.

Responsibilities

• Provide differentiated service to separated from service plan participants and those that are nearing retirement through an objective retirement readiness consultation and educational discussion.
• Consult, educate, and advise on the most appropriate action based on the individual’s retirement needs, wants and wishes.
• Partner with the appropriate area to implement the strategy (In Plan Advice, Account Consolidation or Rollover/FA team) as appropriate.
• Service all general transactional needs for inbound callers including investment guidance/advice.
• Other duties and projects 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

What This Job Offers

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