Account Consolidation Representative

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:    

****Currently have 2 openings on this team****

This role is responsible for assisting Voya participants with consolidation of outside retirement assets into their active Voya retirement plan.

Please Note:  Work location for this role is FLEXIBLE! This position allows 100% remote work from home .

The Contributions You’ll Make:    

• Manage a consolidation goal ranging from $6-8M per month for an assigned territory.
• Based on leads assigned or referred, make outbound calls to Voya participants and teleconference other carriers to initiate the rollover transfer process.  Leads into the ACT department may include large plan specific cases that will require the Consolidation Representative to be the point of contact. 
• Take triaged inbound phone calls and review client’s options.  Assist when the participant requests to move their retirement assets into their active Voya retirement plan.
• Complete all Voya required forms and other carrier forms for the Voya participant, including mailing the forms to the participant for their signature.  Review participant forms for completeness and mail to the Other Carriers for rollover.
• Handle field inquires on status, build a working relationship with Field Agents, sell our service models to the field for territory management and planning, build new and grow existing relationship with the field to create lead opportunity.
• Maintain a working relationship with an assigned Consolidation Assistant, including but not limited to, delegation of tasks and/or activity.
• Other duties and projects as assigned.

Minimum Knowledge & Experience:   

• FINRA 6 and 63 License Required. 
• 2-4 years of sales and customer service experience. 
• Provide professional, reliable and prompt services to participants, develop relationships with internal partners, as they effectively troubleshoot, prioritize, and multi-task. 
• Experience in the financial services industry is highly desirable but not required.
• Individual must be customer focused, self-motivated and enjoy working in a busy environment. Strong communication and organizational skills are necessary.

Preferred Knowledge & Experience:

• BA/BS preferred but not required. 

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