Regional Coordinator at Voya Financial (Atlanta, GA)

| Atlanta, GA
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Together we strive for everyone's opportunity towards a better financial future.

Together we stand up for and champion everyone's access to opportunity. We strive for better together. We advocate for everyone and not against anyone. 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 to be America's Retirement Company®.

Are you ready to join a great company with a winning culture? Start your Voyage - Apply Now

Job Purpose

A successful Regional Coordinator (RC) will be eager to drive Mutual Fund, SMA and 529 sales for a top producing Regional Team. This position will be Atlanta-based, with occasional travel. The successful candidate will take a proactive approach to honing their sales skills and developing their career.

Required attributes for success include: phone, virtual, and in-person sales skills. Successful candidates will have experience using data analytics to maximize prospecting efforts, and a track record of success in building relationships with Financial Advisors and achieving sales success. Last, RC's should have strong product knowledge and interest in Capital Markets.

Key Responsibilities
  • Work collaboratively on an embedded regional team to maximize territory sales
  • On a day-to-day basis, partner with multiple Senior Regional Directors & Regional Directors in the field to generate leads with top priority advisors at the front end of the sales process, as well and working and closing leads on data-driven desk sales campaigns
  • The majority of prospecting work will be accomplished via outbound call efforts, and e-mail engagement
  • Utilize data analysis to "segment" top priority advisors and opportunities for the territory's focus list
  • Manage top client relationships in partnership with your partners in the field
  • Service incoming inquiries from Financial Advisors on our 1-800 sales queue
  • Host sales meetings and travel as needed to host conferences, roadshows, and client-related events
  • Analyze and write-up compelling sales pitches based on Zephyr Reporting & similar analytic reporting based on Voya products vs competing funds our prospects own
  • Take ownership of data integrity in our CRM - including building advisor teams, updating contact info when advisors switch firms, and leaving detailed notes as a record of our call and e-mail efforts, as well as sales conversations
  • Offer ideas to maximize the regional team's time management, sales effectiveness, and ultimately drive a positive impact to territory gross & net sales (including asset retention)

  • Must have at least a 4-year degree from an accredited college or university
  • 2 - 4 years of customer service/sales experience within the Financial Services industry
  • Current Series 7, 63 and 66 licenses strongly preferred. If not currently held, must pass within 60 days of hire
  • Candidate should have strong working knowledge of popular sales software, data analytics tools, and Microsoft Office
  • Candidate should be professional, adaptable, collaborative, creative, self-motivated, organized and responsible
  • Strong written/verbal communication skills and a strict attention to detail required
  • Candidate should demonstrate an upbeat, positive attitude and have an ability to excel in a team environment
  • A determination to "make an impact," work hard, & take ownership of their career will help strong candidates stand out

Please Note: This position requires work to be performed full-time in your assigned office.

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 aboutCritical 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

We are committed to maintaining a diverse workforce. This commitment governs all decisions related to employment, including selection, development and compensation. It also includes an employee's request for reasonable accommodation. All employees will be treated in a manner free from discrimination or harassment. Voya is committed to providing equal employment opportunities for persons with disabilities, including reasonable accommodation when needed. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please see our resources for applicants with disabilities.

Misuse of Voya's name in fraud schemes
More Information on Voya Financial
Voya Financial operates in the Financial Services industry. The company is located in New York, NY, Braintree, MA, Windsor, CT, Atlanta, GA, Jacksonville, FL, Minneapolis, MN and Tempe, AZ. Voya Financial was founded in 2014. It has 5463 total employees. It offers perks and benefits such as Health insurance, 401(K), Remote work program. To see all jobs at Voya Financial, click here.
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