Retirement Participant Education Specialist
2 weeks ago
Voya Financial is seeking a highly motivated and experienced Retirement Participant Education Specialist to join our team. As a key member of our team, you will be responsible for delivering on-site education for Plan Sponsor Participants, conducting educational seminars/webinars, and providing financial advisory investment counseling sessions with employees and retirees.
Key Responsibilities:- Deliver on-site education for Plan Sponsor Participants, focusing on Plan features and investments, as well as general investment-oriented and retirement-related seminars.
- Meet one-on-one to conduct financial advisory investment counseling sessions with employees and retirees.
- Interface with Plan Administration, legal counsel, and Plan Sponsors to identify, resolve, and respond to participant issues.
- Work with Plan Sponsors to increase participation among their employees.
- Contribute to the development and implementation of presentation material.
- Assist in scheduling retirement seminars/one-on-one appointments.
- Maintain compliance with all firm and FINRA regulatory requirements.
- May provide guidance and training to more junior staff.
- Minimum 3 years of experience in retirement/financial services.
- FINRA Series 6 or 7 and 63, 65.
- Strong interpersonal & communication skills.
- Identifies and resolves problems in a timely manner; Gathers and analyzes information and develops alternative solutions.
- Looks for ways to improve and promote quality.
- Strong organization skills; demonstrates accuracy and thoroughness.
- Ability to travel.
- Health, dental, vision and life insurance plans.
- 401(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/year.
- Paid 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 year.
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Retirement Participant Education Specialist
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San Francisco, California, United States Voya Financial Full timeUnlock Your Potential with Voya FinancialWe're seeking a highly skilled Retirement Participant Education Specialist to join our team at Voya Financial. As a key member of our organization, you'll play a vital role in delivering exceptional education and support to our clients.About the RoleThis is a unique opportunity to leverage your expertise in financial...
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Retirement Participant Education Specialist
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San Francisco, California, United States Voya Financial Full timeUnlock Your Potential with Voya FinancialWe are seeking a highly skilled Retirement Participant Education Specialist to join our team at Voya Financial. As a key member of our organization, you will play a critical role in delivering exceptional customer experiences and driving business growth.About the RoleThis is an exciting opportunity to work with a...
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San Francisco, California, United States Voya Financial Full timeUnlock Your Potential with Voya FinancialWe are seeking a highly skilled Retirement Participant Education Specialist to join our team at Voya Financial. As a key member of our organization, you will play a critical role in delivering exceptional customer experiences and driving business growth.About the RoleThis is an exciting opportunity to work with a...
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