Advisor Services Support

Compensation

: $70,845.00 - $122,920.00 /year *

Employment Type

: Full-Time

Industry

: Advertising/Marketing/Public Relations



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Profile Summary: Seeking to fill a Corporate Markets Sales Support role. Responsible for coordinating & processing paperwork, licensing & inquires for Producer/Advisors for existing & new business retirement plans.
Profile Description:
Coordinate Licensing and Appointment of Producers/Advisors for New Business Corporate Markets Retirement plans.Coordinate Producer/Advisor changes for Existing Corporate Markets Retirement plansAnswer calls from internal partners and external clients with respect to Appointment Status, Contracting Inquiries, Agent Changes, and Paperwork/Process Support.Facilitate the licensing and appointments of Producers/Advisors in a timely and accurate mannerFacilitate Producer/Advisor changes in a timely and accurate mannerDevelop effective relationships among field staff, home office, distribution partners such as brokers & TPA's and project teamsWork closely with Product and Producer Services teamsTimely recording of transactions in SalesforceResearch and request e-contracting or agent code corrections, Advisor fees or commission adjustments, or updates as neededAdhere to rules, regulations & SLA'sComplies with all policies and regulatory requirementsParticipation in Continuous Improvement efforts promoting customer centricityExecution of duties will necessitate a firm understanding of a variety of company policies, industry initiatives, and legal/regulatory guidelines
Education & Experience: BS degree or equivalent experience2-4 years of Customer Service experienceSeries 6 Required.Candidates will be detail oriented with strong communication skills.Strong computer skills with the ability to adapt to change and learn quickly.Understanding key dates and deadlines are a must. #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. Learn more about Critical Skills.

PandoLogic. Category: Human Resources, Keywords: Retirement Specialist * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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