Education Specialist Education Specialist …

Voya Investment Management Llc
in Sacramento, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Voya Investment Management Llc
in Sacramento, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Education Specialist
Enroller, Retirement Education Specialist CA-Work@Home, California/en-US/voya_jobs/job/CA-WorkHome-California/Enroller--Retirement-Education-Specialist_JR0021971/apply

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Job Description Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking Financial Representative to join our team in the Sacramento area to service a large plan sponsor relationship in Government market.

This position will be responsible for 457 enrollment, retirement counseling, and participant education and seminars. Qualified candidates must possess the skills necessary to schedule and conduct group educational workshops, one on one retirement counseling appointments and recommend investment strategies,

Principal Responsibilities

  • Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred
  • Securities registrations Series 6, Series 63 and 7. Series 65 (or Series 66) can be obtained in 6 months. Life & Health Insurance Licenses
  • 5 + Years proven sales track record in the financial services field preferred
  • Desire to assist clients meet their financial and retirement goals

Education & Experience

  • Strong understanding of the defined contribution marketplace (especially 457 plans)
  • Good Presentation Skills
  • Knowledge of rules/regulations around contribution limits, loans, withdrawals, and plan documents
  • Territory management and business development
  • Relationship building
  • Fund knowledge

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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 .

Posted 2 Days AgoFull timeJR0021971

About Voya Financial®


About Voya Financial® Voya Financial, Inc. (NYSE: VOYA), helps Americans plan, invest and protect their savings to get ready to retire better. Serving the financial needs of approximately 13.8 million individual and institutional customers in the United States, Voya is a Fortune 500 company that had $8.5 billion in revenue in 2018. The company had $560 billion in total assets under management and administration as of June 30, 2019. With a clear mission to make a secure financial future possible one person, one family, one institution at a time Voyas vision is to be Americas Retirement Company®. Certified as a Great Place to Work by the Great Place to Work® Institute, Voya is equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible. Voya has been recognized as one of the 2019 Worlds Most Ethical Companies® by the Ethisphere Institute; as a member of the Bloomberg Gender Equality Index; and as a Best Place to Work for Disability Inclusion on the Disability Equality Index by Disability:IN. For more information, visit . Follow Voya Financial on , and Twitter .

Our Businesses:

Retirement is a leading provider of retirement products and services in the U.S. serving more than 49,000 institutional clients and nearly 5.1 million individual retirement plan investors. Voya also has approximately 1,700 financial advisors serving the retail market. Voyas Retirement business is focused on guiding Americans to greater retirement readiness and financial wellness through employer-sponsored savings plans and holistic retirement and income guidance.

Individual Life, which ceased new sales as of Dec. 31, 2018, is an in-force block of nearly 800,000 individual life insurance policies. Individual Life continues to provide Voya with free cash flow as well as earnings and capital diversification.

Investment Management is a leading, active asset management firm serving both affiliated and external institutions as well as individual investors. Drawing on over 40 years of history in investment management, the firm has the experience and resources to provide clients with investment solutions with an emphasis on equities, fixed income, and multi-asset strategies and solutions.

Employee Benefits is a top provider of stop-loss coverage in the U.S. In addition, Voya provides a comprehensive and highly flexible portfolio of life, disability, voluntary insurance products, and health savings and spending accounts to businesses covering 6.2 million individuals through the workplace. Please click here to read more:

We have several state-of-the-art facilities all over the country. Click here to read more about our offices and what each of them offer:

Voya is an equal opportunity employer and we are committed to maintaining a diverse workforce. Voya has been recognized for many of our diversity practices. Please click here to read more:

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