Associate Regional Director - PWA

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®.

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A successful Associate Regional Director will possess very strong product and presentation skills as well as the ability to demonstrate consultative sales skills, such as prospecting, probing and driving sales through external field travel as well as utilizing technology to sell through "virtual" settings.

Description of Role:

• Work collaboratively with the Team Lead and Senior Regional Directors on the team (External Sales Representative) and Regional Consultant (Internal Sales Representative) to maximize territory sales efforts and attain sales goals
• Utilize data segmentation to plan and manage targeted Advisor and Advisor Team sales efforts
• Manage Financial Advisor relationships through field travel as well as telephone and "virtual" technology
• Continually manage each stage of the sales process
• Host webinars, conference calls and roadshows for Financial Advisor and client related events
• Ensure all CRM information for the territory is kept up to date and accurate
• Engage with Intermediary firm centers of influence (COI) including but not limited to regional and office management
• Professional business management:
  
  • Solutions minded attitude
  • Adhering to Business Plan by Priority/Zone/Rotation
  • Be a Sales Leader
  • Work across the organization, coordination with Marketing, Product, Operations and other parts of the organization
  • Keep pipeline current
  • Host Weekly/Bi-Weekly reoccurring Calls with Internal/External Partners Utilizing Territory Management Reporting to review activity and pipeline
  • Manage business for diversification by Product & Platform
  • Stay within allotted budget/leverage Business Development for firm level event funding
  • Timely submission/completion of Expenses/Continuing Education /Training Videos
  • Host Quarterly Roundtables

• Leverage Voya resources:
  
  • Schedule Quarterly PM/CPM travel (at least 2 times per quarter)
  • Schedule client calls/webinar with CPMs regularly
  • Host planning and prep call 5-7 days in advance

• Conduct appointments with majority of Priority Advisors
  
  • Capture quality notes / key advisor information in Salesforce
  • Utilize Outlook invites for all meetings - formatted to be client friendly

• Engagement with Voya business partners
  
  • Host DCIO-monthly calls
  • Work with Retirement Services counterpart
  • Work with PIF Specialists
  • Working with Business Development to explore firm specific opportunities

• Promoting Voya initiatives such as:
  
  • Voya Cares
  • National Day of Service and other charitable events

Knowledge & Experience

• Must have at least a 4-year degree from an accredited college or university
• Five to seven years sales experience within the Financial Services industry
• Current Series 7 and 66 (or 63 & 65 combo) licenses are required
• Candidate should have strong working knowledge of popular sales software and Microsoft Office
• Candidate should be professional, adaptable, collaborative, creative, self-motivated, organized, and responsible
• Strong written and verbal communication skills with an attention to detail
• Candidate should demonstrate an upbeat, positive attitude and possess the ability to excel in a team environment

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.

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