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CTS Voya Institutional Plan Services, LLC
Work@Home, CA | Full Time
10 Months Ago
Retirement Education Specialist
Full Time 10 Months Ago
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CTS Voya Institutional Plan Services, LLC is Hiring a Retirement Education Specialist Near Work@Home, CA

Together we strive for everyone’s opportunity towards a better financial future. Together we stand up for and champion everyone’s access to opportunity. We strive for better together. We advocate for everyone and not against anyone. 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 to be America’s Retirement Company®. Are you ready to join a great company with a winning culture? Start your Voyage – Apply Now As a Participant Education Training Specialist, you will be supporting the goals for Voya’s Retirement Services as it relates to engaging individuals to save and invest for retirement. You will work directly with external clients as well as internal partners to deliver the right strategy that will drive improved retirement outcomes for the employees of a core set of clients – whether enrolling in their retirement plan, saving more or optimal product and service utilization. Must demonstrate confidence and be able to interact effectively with Voya’s relationship management, product and sales teams as well as directly with the client. Must be a professional public speaker and be effective at using a storytelling format when presenting. Familiarity with 401(k), 403(b) and 457 plans is helpful. Profile Description: Provides onsite education and motivational seminars on many financial themed topics to retirement plan participant and prospective retirement plan participants. Customize PowerPoint presentation for specific plan design and plan features. Maintain industry knowledge through continuing education programs required by their FINRA licenses in order to deliver onsite presentations on financial topics Maintains onsite training measurement system in order to track effectiveness of onsite programs to the plan sponsor (client) and to internal Voya groups Maintain compliant presentation topics and speaking points to maintain industry standards and approved sales/advertising techniques Book own travel plans via corporate supplied vendor and other duties as assigned Travel within the region up to 90% of the time Education & Experience: Bachelor’s degree or equivalent 4-6 years financial industry experience Excellent written and oral communication skills FINRA Licensed (6 or 7 & 63 required. Life license preferred or obtain with 60 days) Bilingual Spanish preferred ***This position can sit in CA, OR, AZ, UT, WA NV, travel is involved*** #LI-NV1 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. Reasonable Accommodations We are committed to maintaining a diverse workforce. This commitment governs all decisions related to employment, including selection, development and compensation. It also includes an employee’s request for reasonable accommodation. All employees will be treated in a manner free from discrimination or harassment. Voya is committed to providing equal employment opportunities for persons with disabilities, including reasonable accommodation when needed. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please see our resources for applicants with disabilities. Misuse of Voya's name in fraud schemes

Job Summary

JOB TYPE

Full Time

POST DATE

05/24/2022

EXPIRATION DATE

09/28/2022

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CTS Voya Institutional Plan Services, LLC
Remote | Full Time
$41k-53k (estimate)
2 Months Ago

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