Managed Account Consultant-Retirement

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:    

The Managed Account Consultant will be responsible for primarily managed account customers at all asset levels. This role is responsible for retention and development of the Managed Account Retail IRA and service offering for the Voya Retail business.  Expectations will be that these representatives will manage, retain and grow the ongoing client relationship through regular outreach and direct the customer relationship utilizing other Participant Services and Sales Solutions (PSSS) roles for support.  In addition, representatives in this role may potentially be utilized to deliver Retirement Readiness/Financial Wellness 1v1 planning sessions coaching and delivery.

• Please Note:  Work location for this role is FLEXIBLE! This position allows 100% remote work from home. 

The Contributions You’ll Make:

• Manage ongoing client relationship of all accounts assigned to them – this responsibility will be measured through retention metrics, client asset consolidation metrics and outbound contact efforts based on customer rating (quarterly/semi-annual/annual).  Use of Retirement Income Snapshot and other Financial Planning tools is required.
• Deliver an annual portfolio review (composed of review of Risk Tolerance Questionnaire, review of current portfolio mix, review of any changes in financial or personal situation that would impact customer situation, etc.) to all clients within their assigned book of business. 
• Quarterback the delivery of the Voya value proposition at the individual customer level by directing outbound and service delivery activity for the individual customer – this responsibility will primarily be measured by customer retention metrics and service execution.
• Advanced Planning/Delivery - Voya provides holistic planning services for participants of all ages, incomes and life stages. Individual advice and guidance is delivered using leading tools, personalized guidance, retirement planning, or financial planning sessions, while establishing an ongoing relationship with the participant. These highly personalized plans take into account the participant’s current financial situation, future financial state, risk tolerance, goals and customization.
• Model industry leading sales best practices, share best practices across the Voya PSSS organization and be 100% compliant with fiduciary standards and customer best interest contract delivery.
• Other duties and projects as assigned.

Minimum Knowledge & Experience:

• Financial services or related experience.
• Licensure will include Series 7 , 65/66.
• 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. 
• 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. 
• Full knowledge of all Advisory products (Retail and In Plan) as well as Financial Engines and Morningstar systems/methodology.
• Limited travel may be required 5%-10% to provide on-site 1v1/group sessions with select plans.

Preferred Knowledge & Experience:

• Bachelor's degree or equivalent.
• MBA, CFP, CRPC, and/or CFA designation.
• Financial services or related experience of 5 – 7 years.

Compensation 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.

Be 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 year

Learn more about Voya benefits (download PDF)

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 Critical Skills

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.