Financial Consultant

Financial Planning Consultant MA-Braintree, 30 BraintreeHill/en-US/voya_jobs/job/MA-Braintree-30-BraintreeHill/Financial-Planning-Consultant_JR0021612/apply
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Profile Summary:
This role is responsible for the service, retention, sales and the development of the Retail IRA and service offering for the Voya Retail business. Expectations will be that these representatives will manage/retain/grow through outside sales the ongoing client relationship through regular outreach and direct the customer relationship utilizing other Participant Service & Sales Solutions (PSSS) roles for support.

Profile Description:

• Responsible for the attainment of personally assigned and division-paid production goals while working with minimal daily supervision. Primary clients are within the mass affluent segment of Voyas Retail IRA business. Conduct needs analysis to help clients make the best investment decision for their individual situation. Ability to implement advanced strategies for customers in a retail account including, but not limited to, retirement income planning and wealth accumulation.
• Maintain and apply expertise in financial securities and investments, insurance and related areas in order to provide point in time and ongoing guidance, advice and planning services to customers. Responsible for the attainment of sales production goals.
• Manage ongoing client relationship and as appropriate in the capacity of an Investment Advisor Representative. This responsibility will be measured through customer asset retention and customer satisfaction metrics.
• Quarterback the delivery of the Voya value proposition (Americas retirement company) at the individual customer level by directing all outbound campaigns and service delivery activities for the individual customer. This responsibility will primarily be measured by customer retention metrics and service execution.
• Model industry leading sales, service and customer relationship best practices, share these best practices across the Voya PS&SS organization, and be fully compliant with regulatory and/or fiduciary standards as appropriate.
• Other duties and projects as assigned

Knowledge & Experience:

• College degree is required. Financial services or related experience of 35 years is preferred.
• Licensure will include Series 6, 63, 7, 65/66 and CRPC designation. Life Insurance license to be obtained within 6 months of hire . MBA, CFP or CFA designations are preferred, not required.
• Identified representative will show strong sales and customer relationship experience, a full understanding of 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.
• Willingness to share best practices, strong work ethic, combination of inbound and outbound calling experience and leadership traits are expected.

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Critical Skills
At Voya, we have identified the following critical skills which are key to success in our culture:

• Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
• Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
• Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
• Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
• Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

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Posted 2 Days AgoFull timeJR0021612
About Voya Financial®

About Voya Financial® Voya Financial, Inc. (NYSE: VOYA), helps Americans plan, invest and protect their savings to get ready to retire better. Serving the financial needs of approximately 13.8 million individual and institutional customers in the United States, Voya is a Fortune 500 company that had $8.5 billion in revenue in 2018. The company had $560 billion in total assets under management and administration as of June 30, 2019. With a clear mission to make a secure financial future possible one person, one family, one institution at a time Voyas vision is to be Americas Retirement Company®. Certified as a Great Place to Work by the Great Place to Work® Institute, Voya is equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible. Voya has been recognized as one of the 2019 Worlds Most Ethical Companies® by the Ethisphere Institute; as a member of the Bloomberg Gender Equality Index; and as a Best Place to Work for Disability Inclusion on the Disability Equality Index by Disability:IN. For more information, visit . Follow Voya Financial on , and Twitter .

Our Businesses:

Retirement is a leading provider of retirement products and services in the U.S. serving more than 49,000 institutional clients and nearly 5.1 million individual retirement plan investors. Voya also has approximately 1,700 financial advisors serving the retail market. Voyas Retirement business is focused on guiding Americans to greater retirement readiness and financial wellness through employer-sponsored savings plans and holistic retirement and income guidance.

Individual Life , which ceased new sales as of Dec. 31, 2018, is an in-force block of nearly 800,000 individual life insurance policies. Individual Life continues to provide Voya with free cash flow as well as earnings and capital diversification.

Investment Management i s a leading, active asset management firm serving both affiliated and external institutions as well as individual investors. Drawing on over 40 years of history in investment management, the firm has the experience and resources to provide clients with investment solutions with an emphasis on equities, fixed income, and multi-asset strategies and solutions.

Employee Benefits is a top provider of stop-loss coverage in the U.S. In addition, Voya provides a comprehensive and highly flexible portfolio of life, disability, voluntary insurance products, and health savings and spending accounts to businesses covering 6.2 million individuals through the workplace. Please click here to read more:

We have several state-of-the-art facilities all over the country. Click here to read more about our offices and what each of them offer:

Voya is an equal opportunity employer and we are committed to maintaining a diverse workforce. Voya has been recognized for many of our diversity practices. Please click here to read more: