Voya

Financial Services

RetirementCounselor

$78–97k San Francisco, California, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Entry candidates.

The Brief

“Retirement Counselor at Voya. Skills: Customer Focused, Critical Thinking, Team Mentality, Business Acumen, Learning Agility. Deliver on-site education for Plan Sponsor Participants. Conduct educational seminars/webinars focusing on Plan features and investments, as well as general investment-oriented and retirement-related seminars”

What You'll Achieve.

increase participation among their employees

Industry & Context.

Financial Services
Problems you'll solve

Identifies and resolves problems in a timely Gathers and analyzes information and develops alternative solutions; Critical Thinking

Eligibility Requirements

Ability to travel across San Francisco County

What They're Looking For.

Must Have

Minimum 1 year of experience in retirement/financial services, Bachelor's degree or equivalent experience, FINRA Series 6 or 7 and 63, 65, CA Life and Health license, interpersonal & communication skills, Identifies and resolves problems in a timely Gathers and analyzes information and develops alternative solutions, Looks for ways to improve and promote quality, organization demonstrates accuracy and thoroughness, Ability to travel across San Francisco County

Nice to Have

Bi-lingual in Mandarin or Cantonese a Plus!

What You'll Do.

Deliver on-site education for Plan Sponsor Participants

Conduct educational seminars/webinars focusing on Plan features and investments

as well as general investment-oriented and retirement-related seminars

Meet one-on-one to conduct financial and investment counseling sessions with employees and retirees

Interface with Plan Administration

and Plan Sponsors to identify

and respond to participant issues

Work with Plan Sponsors to increase participation among their employees

Contribute to the development and implementation of presentation material

Assist in scheduling retirement seminars/one-on-one appointments

Maintain compliance with all firm and FINRA regulatory requirements

May provide guidance and training to more junior staff

How You'll Work.

Team & Collaboration

Partnering effectively to drive our culture and execute on our common goals

Communication Scope

interpersonal & communication skills

Full Job Description

****_Together we fight for everyone’s opportunity for a better financial future._**** We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision. ****Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – ********Apply Now**** **Get to Know the Opportunity:** Retirement Plan Specialist for Voya’s Tax-Exempt Market, supporting the City and County of San Francisco. ****This position must sit in the SF Bay area, this individual will be overseeing Education & Enrollment City/County of SF plan participants**** **The Contributions You’ll Make:** * Deliver on-site education for Plan Sponsor Participants. Conduct educational seminars/webinars focusing on Plan features and investments, as well as general investment-oriented and retirement-related seminars. * Meet one-on-one to conduct financial and investment counseling sessions with employees and retirees. * Interface with Plan Administration, and Plan Sponsors to identify, resolve, and respond to participant iss

Free ATS check

Applying for this Retirement Counselor role?

Most applicants get filtered before a human reads their resume. See if yours makes the cut.

How to Apply on Workday

  • Workday has a multi-step form — save your progress after every section.
  • "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
  • Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
  • Job requisition numbers are useful when following up with HR by email.

ANONYMOUS · UNFILTERED

What do employees actually say about Voya?

Real rants from real employees. Read before you apply.

Read Company Rants →