Senior Consultant managing client projects and consultants for YCAP - Group. Focusing on management consulting and organizational transformation strategies driven by client needs.
About the role
- Regional Consultant for Voya, answering calls from marketers and assisting sales consultants. Responsible for producing analyses and sales proposals for financial products.
Responsibilities
- Produce analyses, sales proposals and sales illustrations for Fixed & Indexed Annuities and Mutual Funds.
- Communicate with agents, brokers and marketers to answer inquiries and resolve issues.
- Promote product lines through marketing efforts via telephone on a proactive and reactive basis.
- Administer the on boarding process for new producers in a designated territory.
- Cultivating existing and identifying new relationships with field representatives to better position products.
- Other duties as assigned
Requirements
- Bachelor Degree in finance or business related field or equivalent experience.
- Financial or sales experience preferred.
- Highly motivated and driven with a passion for sales.
- Strong verbal and written communication skills.
- FINRA Series 6 preferred. If not currently held, must obtain within 90 days of start date.
Benefits
- 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
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