Sales Coordinator Sales Coordinator …

Voya Investment Management Llc
in Braintree, MA, United States
Permanent, Full time
Be the first to apply
Competitive
Voya Investment Management Llc
in Braintree, MA, United States
Permanent, Full time
Be the first to apply
Competitive
Sales Coordinator
Sales Support Coordinator/Plan Management-Retirement MA-Braintree, 30 BraintreeHill/en-US/voya_jobs/job/MA-Braintree-30-BraintreeHill/Sales-Support-Coordinator-Plan-Management-Retirement_JR0022164/apply

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Profile Summary:

Support the business teams role in sales activities, and provide customer support starting with the onboarding phase and ongoing.

Profile Description:

  • Create and maintain Operations materials associated with marketing, sales presentations, and other documents.
  • Assist with new business installation processes.
  • Facilitate quarterly statements with the vendor (for example, set up quarterly statement process for new plans).
  • Keep statements updated and serve as point person to manage statement changes (e.g. fund changes, custom text messages, inserts and documents that accompany a quarterly statement).
  • Provide superior service and support to existing plan sponsors, document activities or plan features in Salesforce/other databases as needed.
  • Handle case-specific transactions, paperwork, and reporting.
  • Support the business in achieving sales goals and client retention goals.
  • Manage and prepare site visits for prospective clients.
  • Facilitate other onsite or offsite meetings for employees.
  • Office administration: coordinate scheduling, book travel and handle expenses related to sales presentations or client meetings; order and maintain office supplies; handle client billing or vendor invoices.
  • Serve as liaison for building management and coordinate system access, employee transfers, and other staff changes.
  • Support crisis coordination responsibilities for the business area. Other duties as assigned.

Qualifications

  • Bachelors degree or equivalent experience
  • 2 years experience within the financial services industry
  • Proficient computer skills Excel, PowerPoint, Word, Internet
  • Strong interpersonal and communication skills
  • Excellent organizational skills and ability to multi-task in a fast-paced environment
  • Attention to detail and ability to follow process is critical; demonstrate accuracy and thoroughness

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 YesterdayFull timeJR0022164

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 $7.5 billion in revenue in 2019. The company had $603 billion in total assets under management and administration as of Dec. 31, 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 a 2020 Worlds Most Admired Company by Fortune magazine; one of the 2020 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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