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Plan Manager - Retirement

Voya Financial Phoenix Full-Time
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Profile Summary:

Manages all aspects of specific sponsored plans, maintain and enhance relationships with existing clients, and help to contribute to increased profitability.

Profile Description:

  • Services as primary customer contact for specific sponsored plans
  • Resolves service and communication issues through direct contact with sponsors, other customers and internal functional units (money in, money out, technical services)
  • Participates in relationship management with plan sponsors and customers.
  • Collaborates with sales, record keeping and operations staff to ensure plan alignment
  • Contributes to product development and process improvement efforts
  • Directly resolves complex service and communications issues with customers
  • Identifies and assists with plan retention opportunities, sponsors, distribution and TPAs.
  • Other duties as assigned.

Knowledge & Experience:

  • Bachelors degree in Business Administration or equivalent
  • 3+ years financial services industry experience
  • Customer Services experience/skills
  • FINRA Series 6

#CB

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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Skills required

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Job ID: JR0020606

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