Retirement Plan Specialist

Voya Financial · Albuquerque, NM · 2 wk ago

Finance$63k–$79k/yrFull-time

Profile Summary

Deliver on-site education for Plan Sponsor Participants. Conduct educational seminars/webinars focusing on Plan features and investments, as well as general investment-oriented and retirement-related seminars.

Meet one-on-one to conduct financial advisory investment counseling sessions with employees and retirees.

Interface with Plan Administration, legal counsel, and Plan Sponsors to identify, resolve, and respond to participant issues.

Work with Plan Sponsors to increase participation among their employees.

Contribute to the development and implementation of presentation material.

Aid in scheduling retirement seminars/one-on-one appointments.

Maintain compliance with all firm and FINRA regulatory requirements.

May provide guidance and training to more junior staff.

Additional Responsibilities

Additional responsibilities may be assigned.

Knowledge & Experience

Minimum 3 years of experience in retirement/financial services
Bachelor’s degree or equivalent experience
FINRA Series 6 or 7 and 63, 65
Strong interpersonal & communication skills
Identifies and resolves problems in a timely manner
Gathers and analyzes information and develops alternative solutions
Looks for ways to improve and promote quality
Strong organization skills; demonstrates accuracy and thoroughness
Ability to travel

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.

$63,470 - $79,340 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.

Critical 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.

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.