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Sales Support Specialist

Sales Support Specialist

CompanyVoya Financial
LocationQuincy, MA, USA
Salary$52590 – $65740
TypeFull-Time
Degrees
Experience LevelEntry 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.