Regional Coordinator - Intermediary

A successful Regional Coordinator (Internal Sales Representative) will work closely with our Senior Regional Directors (External Sales Representatives) within Voya Investment Management’s Intermediary Distribution team to further the overall sales process. A Regional Coordinator should possess strong relationship building skills, presentation skills, capital markets knowledge, understanding of Voya IM’s products and services as well as the ability to demonstrate consultative sales skills such as prospecting, probing and ultimately furthering the client journey through their position on the Sales Desk.

Responsibilities

Work collaboratively with the Senior Regional Director to improve the effectiveness of the team and maximize territory sales efforts and attain sales goals by growing existing clients and developing new clients; Time and territory management activities such as assessing territory data and segmentation, strategic planning, zone/rotation planning, establishing priorities, schedule, follow up, and CRM documentation; Anticipate the needs of Financial Advisor clients with intentional preparation, profiling, positioning, follow through and closing skills; Effectively communicate via phone, video, one-on-one, host group presentations, written and digital; Articulate the process, performance and nuances of Voya's products and services; Understand capital markets and provide competitive analysis with in-depth conversations with Advisors; Actively participate in comprehensive, ongoing training including data & technology, communication skills, product knowledge, leadership skills, territory management, client experience, collaborating and maximizing Firm resources and personal adaptability; Develop positive, professional, respectful relationships with Financial Advisor clients, peers, External, Centers of Influence, management, etc.

Requirements

Strong relationship building skills, presentation skills, capital markets knowledge, understanding of Voya IM's products and services, and ability to demonstrate consultative sales skills such as prospecting, probing and furthering the client journey through the Sales Desk; Must have at least a 4-year degree from accredited college or university, or equivalent, relevant experience; Strong working knowledge of popular sales software and Microsoft Office with an emphasis on Excel; Strong written/verbal communication skills and high attention to detail; FINRA Series 7 and 63/65 or 66 are required for the role. If not currently held, must pass within 90 days of hire.

Nice to have

2 - 5 years of sales experience within the Financial Services industry preferred; professional, adaptable, collaborative, creative, self-motivated, organized, and responsible; upbeat, positive attitude and ability to excel in a team environment; proficient time management, problem solving skills and follow up skills

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 at 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 of 40 hours per calendar year; monthly commissions and annual bonus opportunities