Retirement Education Specialist

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.

About the role

As a Retirement Education Specialist, you will support Voya’s Retirement Services goals by engaging individuals to save and invest for retirement. You will work directly with external clients and internal partners to deliver strategies that drive improved retirement outcomes—whether enrolling in their plan, increasing contributions, or optimizing product and service utilization. This role partners closely with Voya’s relationship management, product, and sales teams, as well as directly with clients.

Candidates must be located in Portland, OR or Seattle, WA.

Responsibilities

• Provide onsite education and motivational seminars on a wide range of financial topics to retirement plan participants and prospective participants.
• Customize PowerPoint presentations to reflect specific plan design and plan features.
• Maintain industry knowledge through continuing education programs required by FINRA licenses to deliver compliant onsite presentations.
• Maintain an onsite training measurement system to track program effectiveness for plan sponsors and internal Voya groups.
• Ensure presentation topics and speaking points remain compliant with industry standards and approved sales/advertising practices.
• Book travel through corporate-approved vendors and perform other duties as assigned.
• Travel within the region up to 90% of the time.

Requirements

• Bachelor’s degree or equivalent.
• 4–6 years of financial industry experience.
• FINRA licensed (Series 6 or 7 & 63 required).
• Excellent written and oral communication skills.
• Excellent public speaking skills.

Preferred Qualifications

• Familiarity with 401(k), 403(b), and 457 plans.
• Life license preferred or ability to obtain within 60 days.
• Bilingual Spanish preferred.

Pay

The annual base salary range for this position is $70,530 - $88,160 USD. 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. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

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

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.