Retirement Plan Specialist

Profile Summary

Retirement Plan Specialist for the Tax Exempt Market.

About the Role

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.

Responsibilities

• 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.
• Assist 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 may be assigned.

Qualifications

• 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.
• This position is a Hybrid position; this individual must be onsite in our Fresno, CA office 2-4 times per month.

Pay

$77,580 - $96,980 USD annual base salary range. 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.

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.

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.