Voya
Financial Services
RetirementPlanSpecialist
“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.
Identifies and resolves problems in a timely; Gathers and analyzes information and develops alternative solutions
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
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