Client Relationship Manager – External

🔥 2 minutes ago

🐊 Florida – Remote

🐊 Florida – Remote

💵 $89.2k - $148.7k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

🚫👨‍🎓 No degree required

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Voya Financial

WebsiteLinkedInAll Job Openings

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

• Maintain and strengthen relationships with key clients, distribution partners and TPAs • Develop business plans identifying key clients and action steps to manage those relationships • Consult with clients and brokers on investment issues including performance, diversification, style and suitability • Work with plan sponsors to design participant education campaigns aimed at increasing participation and contribution rates • Assist sales representatives with sales presentations • Act as a subject matter expert on Voya’s service model, installation process, ongoing service and procedures • Introduce and support new product and service initiatives • Drive new business implementation, asset retention, asset growth and client satisfaction for an assigned book of business

🎯 Requirements

• Bachelor’s degree preferred or equivalent work experience • Minimum of 4 years of experience in the financial services industry or 2 years within the defined contribution marketplace • FINRA Series 6 or 7 and 63 • State insurance license • Strong analytical, organizational and time management skills • Ability to travel frequently • Representative must be located in the Jacksonville area

🏖️ 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 • Flexible work environment depending on business needs • Annual cash incentives, sales incentives, and/or long-term incentives based on the role