Sales Support Specialist
Company | Voya Financial |
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Location | Quincy, MA, USA |
Salary | $52590 – $65740 |
Type | Full-Time |
Degrees | |
Experience Level | Entry Level/New Grad, Junior |
Requirements
- FINRA 6&63 License required.
- Demonstrated relationship building skills in a phone environment.
- Strong multi-tasking and time management skills.
- Detail-oriented.
- Strong communication skills, written and verbal.
Responsibilities
- Ensure that all inbound calls from Participants are directed appropriately.
- Outbound calls to participants for outstanding paperwork or status of rollover; outbound calls to outside carrier to check status of rollover or obtain NIGO/IGO status.
- Assist the participants with obtaining signatures from Plan Sponsor/TPA/Signature guarantees.
- Handle participant inquiries on status, build a working relationship with internal partners.
- Other duties and projects as assigned.
Preferred Qualifications
- Series 7 strongly preferred or must be obtained with 6 months.
- Background in Defined Contribution products or retail products.