Financial Planning Consultant
Company: Disability Solutions
Location: Hartford
Posted on: April 20, 2024
Job Description:
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 Get to Know the Opportunity: As a Financial
Planning Consultant, you will be responsible for the service,
retention, sales and the development of the Retail IRA and service
offering for the Voya Retail business. You will be expected to
manage/retain/grow through outside sales the ongoing client
relationship through regular outreach and direct the customer
relationship utilizing other Investor Channel roles for support.
This is an opportunity that be done remote. The Contributions
You'll Make:
- 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 Voya's 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
(America's 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
organization, and be fully compliant with regulatory and/or
fiduciary standards as appropriate.
- Other duties and projects as assigned Minimum Knowledge &
Experience:
- C ollege Degree OR Relevant financial services experience of 3+
years .
- Licensure will include Series 7 and 65/66 and CRPC designation.
Insurance licensing/CRPC required or to be obtained within 6 months
of hire.
- 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. Preferred Knowledge & Experience:
- MBA, CFP or CFA designations.#LI-NV1Compensation Pay
Disclosure: Voya is committed to pay that's fair and equitable,
which means comparable pay for comparable roles and
responsibilities. The below annual base salary range reflects the
expected hiring range(s) for this position in the location(s)
listed. In addition to base salary, Voya offers incentive
opportunities (i.e., annual cash incentives, sales incentives,
and/or long-term incentives) based on the role to reward the
achievement of annual performance objectives. Please note that this
salary information is solely for candidates hired to perform work
within one of these locations, and refers to the amount Voya
Financial is willing to pay at the time of this posting. Actual
compensation offered may vary from the posted salary range based
upon the candidate's geographic location, work experience,
education, licensure requirements and/or skill level and will be
finalized at the time of offer. Salaries for part-time roles will
be prorated based upon the agreed upon number of hours to be
regularly worked. $75,830 - $126,390 USDBe Well. Stay Well. Voya
provides the resources that can make a difference in your lives. To
us, this means thriving physically, financially, socially and
emotionally. Voya benefits are designed to help you do just that.
That's why we offer an array of plans, programs, tools and
resources with one goal in mind: To help you and your family be
well and stay well.What We Offer
- 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 yearLearn more
about 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. Learn more
about Equal Employment Opportunity Voya Financial is an
equal-opportunity employer. Voya Financial provides equal
opportunity to qualified individuals regardless of race, color,
sex, national origin, citizenship status, religion, age,
disability, veteran status, creed, marital status, sexual
orientation, gender identity, genetic information, or any other
status protected by state or local law. Reasonable Accommodations
Voya is committed to the inclusion of all qualified individuals. As
part of this commitment, Voya will ensure that persons with
disabilities are provided reasonable accommodations. If reasonable
accommodation is needed to participate in the job application or
interview process, to perform essential job functions, and/or to
receive other benefits and privileges of employment, please
reference .
Keywords: Disability Solutions, New Britain , Financial Planning Consultant, Professions , Hartford, Connecticut
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