Intermediary Channel Leader
3 weeks ago
This Senior Financial Professional will be responsible for leading the sales efforts in the Florida region for Voya Investment Management. The ideal candidate will have a proven track-record of consultative selling and a strong understanding of the intermediary channel.
Key Responsibilities- Strategically plan and manage resources to maximize territory sales using industry and firm data, and prioritizing advisors.
- Develop and manage a strong and active pipeline and success record all meeting activity in a timely manner within our CRM.
- Responsible for budgeting expenses efficiently.
- Work in conjunction with a Regional Coordinator (internal wholesaler) to drive sales through geographically distinct, or select segmented firms, to identify and foster leads generated from segmentation, referrals, ad campaigns, and territory canvassing.
- Partner with other lines of business within Voya, such as DCIO, Workplace Solutions and NQDC to drive synergies and enhance firm enterprise value.
- Travel required, including overnight stays, where applicable.
- Minimum of 20-25 appointments per week in the field conducting one on one meetings, presentations and attending conferences; virtual meetings are permitted when requested.
- Territory is FL.
- 8+ years of sales experience wholesaling mutual funds, SMAs and Alternative products in territory.
- Established a successful track-record of consultative selling of Open-End Funds, SMAs, private and public alternative investments.
- Proven ability to grow a territory as measured by sales and persistency of business over multiple years.
- Experience selling to RIAs in geographic market is required.
- Strong organizational and technical skills required, as well as the ability to quickly grasp new concepts.
- Exceptional presentation skills.
- A collaborative team-player with a strong ability to work independently and ability to communicate clearly and concisely.
- Thorough knowledge of sales and marketing principles and practices.
- Series 7, 66 licenses required.
- Candidate must reside in territory.
The estimated salary range for this role is $100,000 - $150,000 per year, depending on experience and qualifications. In addition to base salary, Voya offers incentive opportunities based on annual performance objectives.
Benefits- 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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