Sr. Internal Wholesaler, Wealth Management

2 weeks ago


Boston, United States Voya Financial Full time

Internal WholesalerTogether 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.Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with and those we acquire throughout our lives are understood, valued, and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients, and enrich our communities is essential to our vision.Are you ready to join a company with a strong purpose and a winning culture? Start your voyage Position SummaryThis position has been designated as office centric and requires work to be performed full-time in your assigned office. The Internal Wholesaler is a dynamic contributor within our national sales organization, working in close partnership with the VP of Growth and Distribution and supporting financial advisors in the field. This role is designed to proactively and reactively drive advisor success, satisfaction, and engagement by acting as a strategic partner to Voya Financial Advisors.You will coordinate advisor outreach, deliver timely insights, and ensure alignment with Voya's Broker-Dealer priorities. The Internal Wholesaler facilitates business planning conversations, responds to advisor inquiries, and delivers practice management resourcesalways with a creative and solutions-oriented approach. You will represent the voice of the advisor internally, surfacing field feedback and contributing to continuous improvement across the distribution organization. This position blends tactical execution, strategic insight, and authentic partnership, ensuring advisors feel supported, empowered, and connected to the firm's Broker-Dealer. Success in this role will be measured by advisor satisfaction, engagement, and growth.Principal ResponsibilitiesDrive sales, growth, sentiment, and business advocacy for Voya's Financial Advisors.Support a defined set of advisors and external wholesalers by coordinating outreach, follow-ups, and resource delivery.Creatively assist inand independently leadadvisor meetings, webinars, and coaching sessions.Respond to advisor inquiries regarding products, services, and practice management tools, both reactively and proactively.Track advisor engagement metrics and contribute to reporting and analysis for the Sales Desk, External, and leadership.Share relevant tools, templates, and insights with advisors to support business planning and operational efficiency.Help advisors navigate Broker-Dealer resources and escalate complex needs as appropriate.Liaise with internal departments (e.g., marketing, operations, compliance) to ensure advisor needs are met.Stay current on industry trends, product updates, and regulatory changes, sharing insights with advisors and the VP.Contribute creative ideas to improve advisor experience and wholesaler effectiveness.Foster stronger advisor connectivity to the firm through virtual events, study groups, and peer-to-peer learning opportunities.Maintain high levels of trust and advocacy through proactive communication and follow-through.Collaborate with external wholesalers to align territory growth strategies and advisor outreach campaigns become knowledgeable of all distributed products.Facilitate collaboration across compliance, marketing, technology, and operations to deliver comprehensive solutions.Act as an internal advocate for advisors, ensuring their perspectives are considered in firm-wide initiatives and decision-making.Knowledge, Skills, and AbilitiesBachelor's degree required; industry certifications (e.g., CFP, CIMA) a plus.3+ years of experience in financial services, sales support, or advisor engagement roles.Strong organizational and communication skills with a client-centric mindset.Ability to manage multiple priorities and deliver timely, accurate support.Proficiency in CRM platforms, Microsoft Office, and data tracking tools.Collaborative and agile mindset with a passion for advisor success.FINRA Series 7 and 66 (or 63 & 65).Strategic thinker with demonstrated ability to balance firm objectives with advisor needs in a collaborative framework.High integrity, authenticity, and commitment to excellence in advisor service.Additional InformationThis role may require limited travel (1020%) to attend regional meetings and support external wholesaler initiatives.This role is ideal for someone who thrives in a collaborative, growth-oriented environment, enjoys working on a team, and is passionate about supporting advisors and driving growthboth behind the scenes and on the front lines.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. 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. $64,260 - $80,320 USDVoya 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.What We OfferHealth, dental, vision, and life insurance plans401(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/yearPaid 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 yearAt 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.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. Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.



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