Associate, Customer Experience – Omnichannel Growth
Santander
Sales Support Specialist
Voya Financial
full-time
Posted on:
Location Type: Office
Location: Boston • Massachusetts • 🇺🇸 United States
Visit company websiteSalary
💰 $43,020 - $71,710 per year
Job Level
Mid-LevelSenior
About the role
- 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 status.
- Assist the participants with obtaining signatures from Plan Sponsor/TPA/Signature guarantees.
- Handle participant inquires on status, build a working relationship with internal partners.
- Produce analyses, sales proposals and sales illustrations.
- Communicate with agents and/or brokers to answer inquiries and resolve problems.
- Develop marketing programs for assigned cases.
- Promote product lines through marketing efforts via telephone, mail and field interaction.
- Coordinate seminars/training for agents, clients and/or brokers.
- Other duties and projects as assigned.
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.
- Series 7 strongly preferred or must be obtained with 6 months.
- Background in Defined Contribution products or retail products.
Benefits
- Health, dental, vision and life insurance plans
- 401(k) Savings plan – with generous company matching contributions (up to 6%)
- Voya Retirement Plan – employer paid cash balance retirement plan (4%)
- Tuition reimbursement up to $5,250/year
- Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
- Paid volunteer time — 40 hours per calendar year
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
analysessales proposalssales illustrationsmarketing programsdefined contribution productsretail products
Soft skills
relationship buildingmulti-taskingtime managementdetail-orientedcommunication skills
Certifications
FINRA 6 LicenseFINRA 63 LicenseSeries 7
