Retirement Education Specialist

2 weeks ago

San Francisco, California, United States Voya Financial Full time
At Voya Financial, we are dedicated to enhancing the financial futures of individuals and communities.

Our mission is to empower our clients, partners, and employees to access financial opportunities that can lead to a brighter future. We believe that everyone deserves the chance to thrive, and we are committed to making a positive impact through our actions today.

As part of our Purpose Statement, Voya emphasizes the importance of diversity and inclusion in our workplace. We value the unique perspectives that each employee brings and strive to create an environment where everyone feels valued and respected.

Explore the Opportunity:

As a Retirement Education Specialist, you will play a crucial role in the Tax Exempt Market.

Your Responsibilities Will Include:
  • Conducting on-site educational sessions for Plan Sponsor Participants, focusing on retirement plans and investment options.
  • Providing personalized financial advisory sessions for employees and retirees.
  • Collaborating with Plan Administration and legal teams to address participant inquiries and concerns.
  • Working alongside Plan Sponsors to enhance employee participation in retirement plans.
  • Assisting in the creation and delivery of educational materials.
  • Coordinating retirement seminars and individual meetings.
  • Ensuring compliance with all regulatory standards.
  • Mentoring junior staff members as needed.
  • Taking on additional duties as assigned.
Essential Qualifications:
  • A minimum of 3 years of experience in retirement or financial services.
  • Possession of FINRA Series 6 or 7 and 63, 65 licenses.
  • Excellent communication and interpersonal skills.
  • Proven problem-solving abilities and analytical skills.
  • A commitment to quality improvement.
  • Strong organizational skills with attention to detail.
  • Willingness to travel as required.
Preferred Qualifications:
  • A Bachelor's degree or equivalent professional experience.


Compensation and Benefits:

Voya Financial is committed to providing equitable compensation. The annual base salary range for this position is reflective of the expected hiring range. In addition to the base salary, we offer various incentive opportunities based on performance.

Salary Range: $73,900 - $92,370 USD

Wellness Initiatives:

Voya is dedicated to supporting the overall well-being of our employees. We offer a comprehensive benefits package designed to promote physical, financial, and emotional health.

Our Benefits Include:
  • Health, dental, vision, and life insurance options.
  • 401(k) Savings plan with generous company matching.
  • Employer-paid retirement plan contributions.
  • Tuition reimbursement up to $5,250 annually.
  • Paid time off, including holidays and a flexible Diversity Celebration Day.
  • Paid volunteer time to support community engagement.


Core Competencies:

At Voya, we recognize the importance of specific skills that contribute to our success:
  • Customer-Centric Approach: A strong commitment to understanding and meeting customer needs.
  • Analytical Thinking: The ability to assess data and develop sound solutions.
  • Collaborative Spirit: Working effectively with others to achieve common goals.
  • Financial Acumen: A solid understanding of the financial services landscape.
  • Adaptability: A willingness to embrace new ideas and continuously learn.


Equal Opportunity Employer:

Voya Financial is an equal opportunity employer, committed to fostering an inclusive workplace. We provide equal opportunities to all qualified individuals, regardless of their background or status.

Accommodations:

Voya is dedicated to ensuring that all qualified individuals receive reasonable accommodations to participate in the application process and perform essential job functions.

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