Senior Retirement Plan Specialist

5 days ago


Scottsdale, Arizona, United States Disability Solutions Full time
Company Overview:
Voya Financial is a leading provider of retirement solutions, dedicated to helping individuals and communities achieve their financial goals. Our mission is to deliver innovative solutions that empower our customers to build a better future.

Salary:
The estimated annual salary for this position ranges from $118,380 to $147,970 USD, based on location and experience.

Job Description:
Tpa Channel Management
This role will be ideally located in California, where the majority of TPA relationships are situated. As a key member of our TPA Channel Management team, you will play a critical role in building and maintaining strong relationships with TPAs across the region. Your primary responsibility will be to identify opportunities to increase sales distribution sources within existing TPA relationships, while also re-introducing Voya's TPA capabilities to new partners. Additionally, you will provide training to TPA sales and administrative staff, ensuring they have the necessary tools and resources to effectively market our services. By doing so, you will help drive revenue growth and expand Voya's presence in the TPA market.

Key Responsibilities:
• Travel within assigned territory (80% travel required)
• Coordinate regional TPA events
• Increase sales distribution sources of existing TPA relationships
• Re-introduce Voya's TPA capabilities
• Provide training to TPA sales & administrative staff
• Communicate with firm owners and/or key employees
• Increase technology usage of TPAs in assigned territory
• Increase number of TPAs utilizing self-serve capabilities
• Promote TPA Revenue Sharing Programs
• Recruit new TPA & Dormant relationships
• Target TPAs working exclusively with competitors and promote Voya capabilities
• Pinpoint Voya's differentiating characteristics in the TPA community
• Educate TPAs on how Voya TPA capabilities translate to lower operating expenses when administering Voya plans
• Stay current with industry regulatory changes
• Attend ASPPA and/or NIPA national meeting sponsored by Voya
• Have a presence at ASPPA and NIPA regional chapter meetings
• Host Voya-sponsored regional TPA regional meetings
• Vendor system training, conduct/sponsor administrator training for TPA adm
• In. System such as ASC, Datair, Relius etc.
• Increase productivity of existing TPA relationships through technology efficiencies

Required Skills and Qualifications:
• 5+ years' experience working in the DC market, 401, 403b, 457
• Plan administration background
• FINRA Series 6 Registration (or obtain with 6 months)

Benefits:
Voya offers a comprehensive benefits package designed to support your overall well-being. This includes health, dental, vision, and life insurance plans, as well as a 401(k) Savings plan with generous company matching contributions. We also offer tuition reimbursement up to $5,250/year, paid time off, and volunteer time off.

Critical Skills:
We have identified the following critical skills as essential for success in our culture: Customer Focused, Critical Thinking, Team Mentality, Business Acumen, and Learning Agility. If you possess these qualities and are passionate about delivering exceptional customer experiences, we encourage you to apply.

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