Distribution Support Specialist, Sales Support

Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

Minimum of 1 year industry experience or relevant professional experience., Proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, Outlook, and Adobe Acrobat., Strong communication and analytical skills to interact effectively across organizational levels., Ability to learn and adapt to technical systems such as CRM, SharePoint, and proprietary applications..

Key responsibilities:

  • Coordinate with distribution team and financial advisors to ensure timely processing of applications and documentation.
  • Organize and facilitate meetings with internal and external clients, preparing agendas and materials.
  • Monitor progress of outstanding items using reports and trackers, following up proactively.
  • Provide excellent customer service through phone and email interactions, and suggest process improvements.

Voya Financial logo
Voya Financial Financial Services XLarge https://www.Voya.com/
5001 - 10000 Employees
See all jobs

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

The Distribution Support Specialist will coordinate with our Distribution team and Financial Advisors to ensure the timely receipt and submission of all applications and supporting documentation needed to invest in our products.

Please Note: This position allows remote work from home but will require travel to our Voya office as business requires. This role is expected to work regular Eastern Time hours.

Job Responsibilities

  • Daily interactions with distribution associates and financial advisors.

  • Organize and facilitate meetings with both internal and external clients by crafting detailed agendas, setting clear objectives, and preparing all necessary materials.

  • Monitor progress of outstanding items using various internal reports and trackers and proactively follow up as needed.

  • Provide excellent customer service when answering calls and respond promptly to emails.

  • Proactively update standard operating procedures and recommend areas for process improvement.

  • Able to work flexibly on multiple product lines as needed (Retail Funds, 529 Plans, CITs, Private Equity, Advisory and Offshore Distribution).

  • Special projects as assigned.

Requirements

  • 1+ year(s) of industry experience, or other relevant professional experience preferred.

  • Intermediate proficiency in Microsoft Office products, to include Adobe Acrobat, PowerPoint, Outlook, Word, and Excel including inputting and sorting data, writing basic formulas, and reconciling data input.

  • Ability to learn technical systems, including proprietary vendor applications, CRM systems, internal systems, and SharePoint.

  • Excellent communication and analytical skills, with the ability to communicate effectively across all levels of the organization and represent Voya in a professional manner.

  • Superior customer service skills with focus on building and maintaining both internal and external relationships.

  • Strong attention to detail.

  • Enjoys researching complex issues and utilizing problem-solving and critical thinking skills to find solutions to project challenges.

  • Ability to work independently and on a team.

  • Capable of using strong time management skills to prioritize, organize, and manage multiple responsibilities and projects to meet strict deadlines.

  • Series 7 license is preferred.

#LI-SS1

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.

$65,000 - $70,000 USD

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.

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 resources for applicants with disabilities.

Misuse of Voya's name in fraud schemes

Required profile

Experience

Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Microsoft Office
  • Customer Service
  • Detail Oriented
  • Microsoft Excel
  • Microsoft PowerPoint
  • Critical Thinking
  • Microsoft Outlook
  • Problem Solving
  • Time Management
  • Teamwork
  • Communication
  • Analytical Skills

Sales Support Specialist Related jobs