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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
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