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Sales Support Specialist

Voya Financial Windsor Full-Time
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Profile Summary:

Support the Internal Sales Reps with internal rollovers & consolidation of outside retirement assets into the Participants new retirement account; in addition to, assist self-directed customers with funding into new online account.

Profile Description:

  • 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 NIGO/IGO 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.
  • Other duties and projects as assigned.

Education & Experience:

  • FINRA 6&63 License required.  Series 7 strongly preferred or must be obtained with 6 months.
  • Demonstrated relationship building skills in a phone environment.
  • Strong multi-tasking and time management skills.
  • Detail-oriented.
  • Strong communication skills, written and verbal.
  • Prefer background in Defined Contribution products or retail products.

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.

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Recommended skills

Social Skills
Series 7 General Securities Representative License (Stockbroker)
Financial Industry Regulatory Authorities


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Sales Support Specialist
Estimated Salary: $88K
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