Regional Coordinator - Intermediary

Purpose

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.

About the Role

A successful Regional Coordinator (Internal Sales Representative) will work closely with our Senior Regional Directors (External Sales Representatives) within Voya Investment Management’s Intermediary Distribution team to further the overall sales process.

Responsibilities

• Work collaboratively with the Senior Regional Director (External Sales Representative) to improve the effectiveness of the team and maximize territory sales efforts and attain sales goals by growing existing clients and developing new clients.
• Time and territory management activities such as assessing territory data and segmentation for best opportunities, strategic planning, zone/rotation planning, establishing priorities, schedule, follow up, and CRM documentation.
• Anticipate the needs of our Financial Advisor clients. Intentional preparation, profiling, positioning, follow through and closing skills. Ability to effectively communicate via phone, video, one-on-one, host group presentations, written and digital.
• Provide competitive analysis, with the ability to have in-depth conversations with Advisors on interpreting the results and positioning Voya products appropriately.
• Actively participate in comprehensive, ongoing training including data & technology, communication skills, product knowledge, leadership skills, territory management, client experience, collaborating and maximizing Firm resources and personal adaptability.
• Displays initiative to succeed and adapts to diverse and changing people and their needs. Accepts diverse perspectives and means of accomplishing goals.
• Develop positive, professional, respectful relationships with Financial Advisor clients, peers, External, Centers of Influence, management, etc.
• Strong moral character. Strives to improve skills both with and without guidance. Steward of the Company Values.

Requirements

• Must have at least a 4-year degree from accredited college or university, or equivalent, relevant experience.
• 2 - 5 years of sales experience within the Financial Services industry preferred.
• Candidate should have strong working knowledge of popular sales software and Microsoft Office with an emphasis on Excel.
• Strong written/verbal communication skills and high attention to detail.
• FINRA Series 7 and 63/65 or 66 are required for the role. If not currently held, must pass within 90 days of hire.
• Candidate should be professional, adaptable, collaborative, creative, self-motivated, organized, and responsible.
• Candidate should demonstrate an upbeat, positive attitude and have an ability to excel in a team environment.
• Candidate should demonstrate proficient time management, problem solving skills and follow up skills.

Qualifications

• Minimum Knowledge & Experience:
• Must have at least a 4-year degree from accredited college or university, or equivalent, relevant experience.
• 2 - 5 years of sales experience within the Financial Services industry preferred.
• Candidate should have strong working knowledge of popular sales software and Microsoft Office with an emphasis on Excel.
• Strong written/verbal communication skills and high attention to detail.
• Preferred Knowledge & Experience:
• FINRA Series 7 and 63/65 or 66 are required for the role. If not currently held, must pass within 90 days of hire.
• Candidate should be professional, adaptable, collaborative, creative, self-motivated, organized, and responsible.
• Candidate should demonstrate an upbeat, positive attitude and have an ability to excel in a team environment.
• Candidate should demonstrate proficient time management, problem solving skills and follow up skills.

Skills

• 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.

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
• Learn More About Voya Benefits (download PDF)

Pay

$65,000 to $70,000 USD plus monthly commissions and annual bonus opportunities

Schedule

Not specified

Benefits

Not specified

Company Values

Not specified

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.

Misuse of Voya's name in fraud schemes

Not specified