Junior Associate Client Advisor - Insurance Solutions

Posted Yesterday
Be an Early Applicant
2 Locations
In-Office
70K-80K Annually
Junior
Fintech • Insurance • Financial Services
The Role
Supports insurance asset management sales professionals with marketing, distribution, client relationship expansion, and new business development. Conducts client, industry, and market research; develops knowledge of investment offerings; collaborates with investment, marketing, consulting, RFP, client service, and operations teams; and helps deliver fixed income, alternatives, and equity solutions. The role requires strong analytical, organizational, communication, presentation, and project management skills.
Summary Generated by Built In

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

The Insurance Solutions Associate Client Advisor will work closely with a specialized team of insurance asset management sales professionals to support our asset management sales and advisory efforts with insurance companies. This person will work closely with the entire value chain of business partners (investment, client service, marketing, consultant coverage, RFP, and operational teams) to accomplish our business growth objectives.

The Contributions You Will Make

  • Provide support to all senior members of the Insurance Solutions team to cover marketing and distribution of Fixed Income Solutions as well as Alternatives and Equities. The chosen candidate will be a vital component for both retaining and bringing in new sales in these areas.
  • Maintain and partner with the Sales team to help support the expansion of existing client relationships with new strategies.
  • Be responsible for client, industry, and market research.
  • Develop a strong internal network and a deep understanding of Voya’s offerings and the problems they can solve for clients.

Minimum Knowledge and Experience

  • An enthusiastic self-starter who is passionate about developing knowledge in one of the fastest growing areas of the asset management industry and connecting with people.
  • Undergraduate degree with 2+ years of work experience within the (insurance or institutional) asset management industry.
  • Demonstrated ability to learn complex investment/product concepts.
  • Excellent interpersonal skills and effective teamwork skills.
  • Excellent awareness of interdepartmental relationships.
  • Strong project management, organizing, planning, and presentation skills.
  • Strong analytical skills and a background in creative problem solving.
  • Demonstrated ability to work effectively in a deadline-driven environment without compromising accuracy and quality of output.
  • Strong sense of ownership of projects and tasks.
  • Openness to new ideas and acquiring new skills to retain a competitive advantage.
  • Specialist knowledge in Fixed Income and/or alternatives preferred.
  • Superior written and verbal communication skills.
  • Proficiency with Microsoft Office products.
  • Series 7 and 63 licenses are not a prerequisite but are required within 90 days of filling the position.
  • Financial/Asset Management educational support will be provided where necessary.
  • Location: New York or Atlanta preferred, but option to work remotely. Willingness to travel as needed. 

Preferred Knowledge and Experience

  • Experience at a multi-strategy firm preferred.
  • Willingness to pursue/attainment an MBA or MS in Finance a plus.
  • Willingness to pursue CFA designation or having passed CFA Level 1 is a plus.

#LI-BMS

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.

$70,000 to $80,000 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
  • 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

Learn more about Voya benefits (download PDF)

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 data 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.

Learn more about Critical Skills

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.

Misuse of Voya's name in fraud schemes

Skills Required

  • Undergraduate degree
  • At least 2 years of work experience in the insurance or institutional asset management industry
  • Ability to learn complex investment and product concepts
  • Excellent interpersonal and teamwork skills
  • Strong project management, organization, planning, and presentation skills
  • Strong analytical skills and creative problem-solving ability
  • Ability to work effectively in a deadline-driven environment while maintaining accuracy and quality
  • Strong ownership of projects and tasks
  • Superior written and verbal communication skills
  • Proficiency with Microsoft Office products
  • Series 7 and Series 63 licenses within 90 days of starting the position
  • Specialist knowledge of fixed income and/or alternatives
  • Experience at a multi-strategy firm
  • Willingness to pursue or attainment of an MBA or MS in Finance
  • Willingness to pursue the CFA designation or CFA Level 1 completion

Voya Financial Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Voya Financial and has not been reviewed or approved by Voya Financial.

  • Retirement Support Retirement offerings include a 401(k) plan alongside pension savings plans and financial wellness resources aimed at budgeting, insurance protection, and retirement planning. This retirement stack is positioned as a differentiator within the overall Total Rewards approach.
  • Wellbeing & Lifestyle Benefits Well-being support spans an EAP, behavioral health family support, chronic-condition programs, cancer support, and caregiving assistance. These programs extend beyond core medical coverage into ongoing lifestyle and mental-health support.
  • Leave & Time Off Breadth Time-off benefits include paid time off, company holidays, parental leave, and dedicated volunteer time each year. The package also includes medical leave and disability-related supports that broaden time-away coverage.

Voya Financial Insights

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The Company
HQ: New York, NY
5,463 Employees
Year Founded: 2014

What We Do

Voya Financial, Inc. (NYSE: VOYA), provides health, wealth and investment solutions that enable its approximately 14.8 million individual, workplace and institutional clients to achieve their financial wellness goals with confidence. With a vision to be America’s Retirement Company®, Voya’s products, solutions and digital capabilities help create a better financial future for all. Voya is a Fortune 500 company that had $7.6 billion in revenue in 2020 and $729 billion in total assets under management and administration as of March 31, 2021. Certified as a “Great Place to Work” by the Great Place to Work® Institute, Voya is equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible. Voya has earned recognition as one of the World’s Most Ethical Companies® by the Ethisphere Institute; as the No. 1-ranked financial services firm among Barron’s 100 Most Sustainable Companies for three consecutive years; as a member of the Bloomberg Gender Equality Index; and as a “Best Place to Work for Disability Inclusion” on the Disability Equality Index.

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