Wealth Management Sales Support Specialist

Together 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 Now

Get to Know the Opportunity:

Our Sales Support Specialists support the Internal Sales Representatives with internal rollovers & consolidation of outside retirement assets into the Participants new retirement account.  In addition, our specialists assist self-directed customers with funding into new online account.

Please Note:  This position will require work to be performed full-time in our Boston, MA office.

The Contributions You Will Make:

• Ensure that all inbound calls from Participants are directed appropriately. 
• Outbound calls to participants for outstanding paperwork or status of rollover; outbound calls to outside carrier to check status of rollover or obtain NIGO/IGO status.
• Assist the participants with obtaining signatures from Plan Sponsor/TPA/Signature guarantees.
• Handle participant inquires on status, build a working relationship with internal partners.
• Other duties and projects as assigned.

Minimum Knowledge & Experience:

• FINRA 6 & 63 License required. 
• Demonstrated relationship building skills in a phone environment.
• Strong multi-tasking and time management skills.
• Detail-oriented.
• Strong communication skills, written and verbal.

Preferred Knowledge:

• Series 7 strongly preferred or must be obtained with 6 months.
• Background in Defined Contribution products or retail products.

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#Remote

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.

$52,590 - $65,740 USD

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
• Pa