Voya

Financial Services

RetirementPlanSpecialist

$78–97k Los Angeles, California, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“Retirement Plan Specialist at Voya. Skills: Retirement plan education, Financial advisory, Participant issue resolution, FINRA regulatory compliance. 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”

Industry & Context.

Financial Services
Problems you'll solve

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

Eligibility Requirements

Ability to travel, Must reside in the greater LA county area

What They're Looking For.

Must Have

Minimum 3 years of experience in retirement/financial services, Bachelor’s degree or equivalent experience, FINRA Series 6 or 7 and 63, 65

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 advisory 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

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**** **Profile Summary:** ***This position will sit remote but must reside in the greater LA county area*** Retirement Plan Specialist for the Tax Exempt Market **Profile Description:** * 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 advisory investment counseling sessions with employees and retirees. * Interface with Plan Administration, legal counsel, and Plan Sponsors to identify, resolve, and respond to participant issues. * Work with Plan Sponsors to increase participation among their employees. * Contribute to the development and im

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