Job Description
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:
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.
The Contributions You Will Make:
Work collaboratively with the Senior Regional Director (External Sales Representative) 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 for best opportunities, strategic planning, zone/rotation planning, establishing priorities, schedule, follow up, and CRM documentation.
Anticipate the needs of our Financial Advisor clients. Intentional preparation, profiling, positioning, follow through and closing skills. Ability to effectively communicate via phone, video, one-on-one, host group presentations, written and digital.
Working knowledge of and the ability to articulate the process, performance and nuances of Voya’s products and services. Understanding of the capital markets and how they shape expectations of Voya investment products. Provide competitive analysis, with the ability to have in-depth conversations with Advisors on interpreting the results and positioning Voya products appropriately.
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.
Displays initiative to succeed and adapts to diverse and changing people and their needs. Accepts diverse perspectives and means of accomplishing goals. Ability to develop positive, professional, respectful relationships with Financial Advisor clients, peers, External, Centers of Influence, management, etc. Strong moral character. Strives to improve skills both with and without guidance. Steward of the Company Values.
Minimum Knowledge & Experience:
Must have at least a 4-year degree from accredited college or university, or equivalent, relevant experience.
2 - 5 years of sales experience within the Financial Services industry preferred.
Candidate should have strong working knowledge of popular sales software and Microsoft Office with an emphasis on Excel.
Strong written/verbal communication skills and a strict attention to detail.
Preferred Knowledge & Experience:
FINRA SIE, Series 7 and 63/65 or 66 are required for the role. If not currently held, must pass within 90 days of hire.
Candidate should be professional, adaptable, collaborative, creative, self-motivated, organized, and responsible.
Candidate should demonstrate an upbeat, positive attitude and have an ability to excel in a team environment.
Candidate should demonstrate proficient time management, problem solving skills and follow up skills.
#LI-BMS
Compensation Pay Disclosure:
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:
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.
The Contributions You Will Make:
Work collaboratively with the Senior Regional Director (External Sales Representative) 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 for best opportunities, strategic planning, zone/rotation planning, establishing priorities, schedule, follow up, and CRM documentation.
Anticipate the needs of our Financial Advisor clients. Intentional preparation, profiling, positioning, follow through and closing skills. Ability to effectively communicate via phone, video, one-on-one, host group presentations, written and digital.
Working knowledge of and the ability to articulate the process, performance and nuances of Voya’s products and services. Understanding of the capital markets and how they shape expectations of Voya investment products. Provide competitive analysis, with the ability to have in-depth conversations with Advisors on interpreting the results and positioning Voya products appropriately.
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.
Displays initiative to succeed and adapts to diverse and changing people and their needs. Accepts diverse perspectives and means of accomplishing goals. Ability to develop positive, professional, respectful relationships with Financial Advisor clients, peers, External, Centers of Influence, management, etc. Strong moral character. Strives to improve skills both with and without guidance. Steward of the Company Values.
Minimum Knowledge & Experience:
Must have at least a 4-year degree from accredited college or university, or equivalent, relevant experience.
2 - 5 years of sales experience within the Financial Services industry preferred.
Candidate should have strong working knowledge of popular sales software and Microsoft Office with an emphasis on Excel.
Strong written/verbal communication skills and a strict attention to detail.
Preferred Knowledge & Experience:
FINRA SIE, Series 7 and 63/65 or 66 are required for the role. If not currently held, must pass within 90 days of hire.
Candidate should be professional, adaptable, collaborative, creative, self-motivated, organized, and responsible.
Candidate should demonstrate an upbeat, positive attitude and have an ability to excel in a team environment.
Candidate should demonstrate proficient time management, problem solving skills and follow up skills.
#LI-BMS
Compensation Pay Disclosure:
💡 Quick Summary
Seeking a career-building opportunity? The Regional Coordinator - Intermediary position is now open for candidates interested in the Bank Jobs sector. This role in Atlanta offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.