Voya Financial, Inc.
Retirement Plan Specialist
Voya Financial, Inc., Los Angeles, California, United States, 90079
Retirement Plan Specialist
ApplyLocations: San Francisco, CATime Type: Full timePosted On: Posted TodayJob Requisition ID: JR0029053Together we fight for everyone’s opportunity for a better financial future.We will do this together — with customers, partners, and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.Like our Purpose Statement, 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.Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply NowProfile Summary:Retirement Plan Specialist for the Tax Exempt MarketWill be required to report to office locations in Santa Clara/San Francisco areaProfile Description:Deliver on-site education for Plan Sponsor Participants. Conduct educational seminars/webinars focusing on Plan features and investments, as well as general investment-oriented and retirement-related seminars.Meet one-on-one to conduct financial advisory investment counseling sessions with employees and retirees.Interface with Plan Administration, legal counsel, and Plan Sponsors to identify, resolve, and respond to participant issues.Work with Plan Sponsors to increase participation among their employees.Contribute to the development and implementation of presentation material.Assist in scheduling retirement seminars/one-on-one appointments.Maintain compliance with all firm and FINRA regulatory requirements.May provide guidance and training to more junior staff.Additional responsibilities may be assigned.Knowledge & Experience:Minimum 3 years of experience in retirement/financial services.Bachelor’s degree or equivalent experience.FINRA Series 6 or 7 and 63, 65.Strong interpersonal & communication skills.Identifies and resolves problems in a timely manner; Gathers and analyzes information and develops alternative solutions.Looks for ways to improve and promote quality.Strong organization skills; demonstrates accuracy and thoroughness.Ability to travel.Compensation Pay Disclosure:Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities. The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.Actual compensation offered may vary from the posted salary range based upon the candidate’s geographic location, work experience, education, licensure requirements, and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.$73,900 - $92,370 USDWhat 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.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 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.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:Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.
#J-18808-Ljbffr
ApplyLocations: San Francisco, CATime Type: Full timePosted On: Posted TodayJob Requisition ID: JR0029053Together we fight for everyone’s opportunity for a better financial future.We will do this together — with customers, partners, and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.Like our Purpose Statement, 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.Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply NowProfile Summary:Retirement Plan Specialist for the Tax Exempt MarketWill be required to report to office locations in Santa Clara/San Francisco areaProfile Description:Deliver on-site education for Plan Sponsor Participants. Conduct educational seminars/webinars focusing on Plan features and investments, as well as general investment-oriented and retirement-related seminars.Meet one-on-one to conduct financial advisory investment counseling sessions with employees and retirees.Interface with Plan Administration, legal counsel, and Plan Sponsors to identify, resolve, and respond to participant issues.Work with Plan Sponsors to increase participation among their employees.Contribute to the development and implementation of presentation material.Assist in scheduling retirement seminars/one-on-one appointments.Maintain compliance with all firm and FINRA regulatory requirements.May provide guidance and training to more junior staff.Additional responsibilities may be assigned.Knowledge & Experience:Minimum 3 years of experience in retirement/financial services.Bachelor’s degree or equivalent experience.FINRA Series 6 or 7 and 63, 65.Strong interpersonal & communication skills.Identifies and resolves problems in a timely manner; Gathers and analyzes information and develops alternative solutions.Looks for ways to improve and promote quality.Strong organization skills; demonstrates accuracy and thoroughness.Ability to travel.Compensation Pay Disclosure:Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities. The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.Actual compensation offered may vary from the posted salary range based upon the candidate’s geographic location, work experience, education, licensure requirements, and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.$73,900 - $92,370 USDWhat 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.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 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.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:Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.
#J-18808-Ljbffr