Account Consolidation Team Manager
Voya Financial
full-time
Posted on:
Location Type: Hybrid
Location: Boston • Connecticut, Massachusetts • 🇺🇸 United States
Visit company websiteSalary
💰 $67,700 - $112,850 per year
Job Level
Mid-LevelSenior
About the role
- Manage, direct and lead a consolidation sales/relationship/referral/service telephone team of up to 12 - 15 individuals
- Partner with field personnel to grow assets in Voya’s defined contribution business by assisting participants consolidate outside assets into plan.
- Build and maintain relationships with field partners and deliver a superior customer experience with a firm eye on compliance.
- Significant supervisory oversight (call monitoring, call quality, sales effectiveness and documentation)
- Direct responsibility for a consolidation sales goals in support of the Retirement business.
- Train and lead a team of 12-15 registered representatives responsible for consolidating plan level assets with Voya
- Responsible for managing team huddles, call and email reviews, 1x1 meetings with team, performance reviews
- Meet with new plan sponsors/advisors to discuss rollover-in process and partnerships
- Drive training and new hire processes for new consolidation representatives
- Accountable for adherence to firm’s FINRA supervisory guidelines and procedures
- Attainment of sales/consolidation production, activity and customer satisfaction goals for their team and the organization
- Create a positive work environment with a commitment to coaching and employee development
- Participation in the development and execution of business plans to meet organizational strategic initiatives
- Other duties and projects as assigned.
Requirements
- College degree is required.
- Financial services or related sales/relationship/management experience of 3 – 5 years is preferred.
- Licensure will include at a minimum Series 6, 63, 26. Would consider qualified candidates to attain Series 26 within 4 months of hire.
- Identified individual will exhibit strong sales and customer relationship experience, a full understanding of retirement plan types and rules, full adherence to FINRA/DOL/SEC regulatory standards (including delivery of service against those standards) and will be dedicated to delivering an outstanding customer experience with every customer interaction.
- Ability to coach, build a team, understand relationship between organizational strategy and business plan components is required.
- Strong work ethic, presentation skills and leadership traits are required.
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
sales managementcustomer relationship managementteam trainingcall monitoringcall quality assessmentsales effectivenessperformance reviewsbusiness plan executionfinancial services experienceretirement plan knowledge
Soft skills
leadershipcoachingcommunicationteam buildingorganizational strategy understandingcustomer servicework ethicpresentation skillsrelationship managementemployee development
Certifications
Series 6Series 63Series 26