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Client Relationship Manager – Retirement
| Company | Voya Financial |
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| Location | Pittsburgh, PA, USA |
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| Salary | $94370 – $117960 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Mid Level |
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Requirements
- Minimum of 4 years of experience in the financial services industry or 2 years within the defined contribution marketplace
- FINRA series 6 or 7 and 63
- State insurance license
- Strong analytical, organizational and time management skills
- Ability to travel frequently
Responsibilities
- Maintain and strengthen relationships with key clients, distribution partners and TPAs
- Develop business plans that identify key clients and list action steps to manage those relationships
- Consult with clients and brokers on investment issues including performance, diversification, style and suitability
- Work with plan sponsor to design participant education campaigns with the goal of increasing participation and contribution rates
- Assist sales representatives with sales presentations and act as subject matter expert in topics such as Voya Service Model, installation process, ongoing service and procedures
- Introduce and support new product and service initiatives
Preferred Qualifications
- Bachelor’s degree preferred or equivalent work experience
