Senior Financial Professional
18 hours ago
Voya Investment Management is a leading provider of investment solutions for individuals, institutions, and intermediaries. Our mission is to help people achieve their financial goals and live better lives.
Our CultureWe pride ourselves on our inclusive and diverse culture, which values collaboration, innovation, and excellence. We believe that our employees are the key to our success and provide them with opportunities to grow and develop their careers.
Why Work for Us?- We offer competitive salaries and benefits packages.
- We invest in our employees' growth and development.
- We provide opportunities for advancement and career progression.
- We have a dynamic and inclusive work environment.
- 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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