Financial Planning Consultant

Together we fight for everyone’s opportunity for a better financial future.

We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today.

Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.

Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply Now

Profile Summary:

This role is responsible for the service, retention, sales and the development of the Retail IRA and service offering for the Voya Retail business.  Expectations will be that these representatives will manage/retain/grow through outside sales the ongoing client relationship through regular outreach and direct the customer relationship utilizing other Investor Channel roles for support.

Please Note:  Candidates must be located within a 50-mile radius from your assigned office in Greater Boston area.

Profile Description:

• Responsible for the attainment of personally assigned and division-paid production goals while working with minimal daily supervision. Primary clients are within the mass affluent segment of Voya’s Retail IRA business.  Conduct needs analysis to help clients make the best investment decision for their individual situation.  Ability to implement advanced strategies for customers in a retail account including, but not limited to, retirement income planning and wealth accumulation.  
• Maintain and apply expertise in financial securities and investments, insurance and related areas in order to provide point in time and ongoing guidance, advice and planning services to customers.  Responsible for the attainment of sales production goals.
• Manage ongoing client relationship and as appropriate in the capacity of an Investment Advisor Representative.  This responsibility will be measured through customer asset retention and customer satisfaction metrics.
• Quarterback the delivery of the Voya value proposition (America’s retirement company) at the individual customer level by directing all outbound campaigns and service delivery activities for the individual customer.  This responsibility will primarily be measured by customer retention metrics and service execution.
• Model industry leading sales, service and customer relationship best practices, share these best practices across the Voya organization, and be fully compliant with regulatory and/or fiduciary standards as appropriate.
• Other duties and projects as assigned

Knowledge & Experience:

• College degree is required.  Financial services or related experience of 3–5 years is preferred. 
• Must have Series 7 and 65/66.  Insurance licensing required or to be obtained within 3 months of hire. CRPC designation obtained within 6 months.
• Identified representative will show strong sales and customer relationship experience, a full understanding of retirement and retirement income planning, full adherence to FINRA/DOL fiduciary standards (including delivery of service against those standards) and will be dedicated to delivering an outstanding customer experience with every customer interaction. 
• Willingness to share best practices, strong work ethic, combination of inbound and outbound calling experience and leadership traits are expected.

Preferred Knowledge & Experience:

• MBA, CFP or CFA designations are preferred, not required. 

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Compensation Pay Disclosure:

Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities.

The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.

Actual compensation offered may vary from the posted salary range based upon the candidate’s geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

Be Well. Stay Well.

Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That’s why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.

What We Offer

• 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

Learn more about Voya benefits (download PDF)

Critical Skills

At Voya, we have identified the following critical skills which are key to success in our culture:

• Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
• Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
• Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
• Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
• Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Learn more about Critical Skills

Equal Employment Opportunity

Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.