Junior Associate Client Advisor – Insurance Solutions

Job not on LinkedIn

🕒 September 3

🗽 New York – Remote

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💵 $70k - $80k / year

⏰ Full Time

🟢 Junior

🔒 Insurance

👻 Ghost score 9%

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Logo of Voya Financial

Voya Financial

5001 - 10000 employees

Founded 1998

💼 Consulting

🏥 Healthcare

📣 Marketing

Consulting • Healthcare • Marketing

Voya Financial is a leading financial services company that provides a wide range of retirement, investment, and insurance products to help individuals, families, and institutions plan, invest, and protect their future. With a focus on retirement savings and workplace benefits, Voya connects benefits and savings to simplify financial experiences and enhance financial security. The company is committed to making a positive difference by serving others through its unique culture, and has been recognized for its values and customer-centric approach. Voya also engages in initiatives like the Voya Behavioral Finance Institute for Innovation to further its mission of transforming financial care in the workplace.

📋 Description

• Support senior Insurance Solutions team members in marketing and distribution of Fixed Income Solutions, Alternatives, and Equities • Help retain existing sales and bring in new sales • Partner with the Sales team to expand existing client relationships with new strategies • Conduct client, industry, and market research • Develop a strong internal network and understanding of Voya’s offerings and client solutions • Work with investment, client service, marketing, consultant coverage, RFP, and operational teams to accomplish business growth objectives

🎯 Requirements

• Undergraduate degree with 2+ years of work experience within the insurance or institutional asset management industry • Ability to learn complex investment/product concepts • Excellent interpersonal and teamwork skills • Awareness of interdepartmental relationships • Project management, organizing, planning, and presentation skills • Strong analytical skills and creative problem-solving background • Ability to work effectively in a deadline-driven environment without compromising accuracy and quality • Strong ownership of projects and tasks • Openness to new ideas and acquiring new skills • Superior written and verbal communication skills • Proficiency with Microsoft Office products • Series 7 and 63 licenses required within 90 days of filling the position; not a prerequisite • Specialist knowledge in Fixed Income and/or alternatives preferred • Experience at a multi-strategy firm preferred • Willingness to pursue/attainment of an MBA or MS in Finance a plus • Willingness to pursue CFA designation or having passed CFA Level 1 is a plus • Willingness to travel as needed

🏖️ 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 • 20 days paid time off • Nine paid company holidays • Flexible Diversity Celebration Day • 40 hours paid volunteer time per calendar year • Financial/Asset Management educational support where necessary

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