Training Consultant

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

Profile Summary:

The Training Consultant will design, develop, and deliver high-impact training that equips financial professionals with the skills, confidence, and knowledge to succeed. They foster an effective, sustainable training environment tailored to the needs of Voya’s Wealth Management business to deliver and measure a consistent end-to-end customer experience while driving sales and retention.

Profile Description:

• Facilitate world-class training programs that prepare new and experienced financial professionals to serve clients through holistic wealth management relationships.
• Design and maintain engaging, modern content that leverages multiple modalities (live sessions, virtual, eLearning, job aids) focused on both financial education and broader advisory skills.
• Function as a coach and mentor to help advisors develop the mindset and behaviors that build trust and long-term relationships with clients.
• Proactively assess, identify, and remediate areas of opportunity to increase speed to proficiency for both new and in-role associates.
• Proactively work with business partners (Wealth Management as well as across Voya) to understand requirements and perform project scoping activities in a collaborative manner.
• Proactively engage in project planning activities, including but not limited to:
• Project scope definition, craft and maintain a consolidated timeline/schedule of major milestones and associated dates for projects.
• Identify and communicate project dependencies and impacts.
• Put mechanisms in place to ensure ongoing control of the project/direction.
• Definition of success criteria to promote alignment and actively manage to expected project outcomes.
• Contribute to multi-functional teams addressing business needs related to Learning and Development
• Ongoing responsibilities will include, but not limited to:
• Partners with Wealth Management subject matter experts to evaluate service, retention, and sales processes to improve performance by identifying gaps and share best practices.
• Collaborate with business partners to create new and update existing training solutions and appropriate evaluations of skills and knowledge transfer.

Minimum Knowledge & Experience:

• Bachelor’s degree
• FINRA SIE, Series 7, and Series 66 (or 63/65) required
• 3+ years of experience as a field-based or phone-based Financial Advisor or Consultant
• 2+ years of Training experience, both facilitation and instructional/content design
• Detailed knowledge of institutional DC plan features, benefits, and distribution options sufficient to position effective participant outcomes including retention, consolidation, and rollover
• Advanced knowledge of positioning managed accounts (UMA) and financial planning tools
• Experience and knowledge with self-directed investment platforms and offerings.
• Experience and knowledge with robo and auto-rebalancing investment products.
• Experience leading large, complex projects through all phases.
• Strong meeting facilitation skills.
• Knowledge of change management proce