Participant Retirement Education Specialist

Profile Summary:

As a Retirement Education Training Specialist, you will be supporting the goals for Voya’s Retirement Services as it relates to engaging individuals to save and invest for retirement. You will work directly with external clients as well as internal partners to deliver the right strategy that will drive improved retirement outcomes for the employees of a core set of clients – whether enrolling in their retirement plan, saving more or optimal product and service utilization. This role interacts with Voya’s relationship management, product and sales teams as well as directly with the client.
Candidates must be located in the Greater Columbus, OH area.

Profile Description:

• Provide onsite education and motivational seminars on many financial themed topics to retirement plan participant and prospective retirement plan participants.

• Customize PowerPoint presentation for specific plan design and plan features.

• Maintain industry knowledge through continuing education programs required by their FINRA licenses in order to deliver onsite presentations on financial topics.

• Maintain onsite training measurement system in order to track effectiveness of onsite programs to the plan sponsor (client) and to internal Voya groups.

• Maintain compliant presentation topics and speaking points to maintain industry standards and approved sales/advertising techniques.

• Book own travel plans via corporate supplied vendor and other duties as assigned.

• Travel within the region up to 90% of the time.

Knowledge & Experience:

• Bachelor’s degree or equivalent.

• 4-6 years financial industry experience.

• Excellent written and oral communication skills.

• Excellent public speaking skills.

• FINRA Licensed (6 or 7 & 63 required).

• Familiarity with 401(k), 403(b) and 457 plans are preferred.

• Life license preferred or obtain within 60 days.

• Bilingual Spanish preferred.

#LI-TB1

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.

$70,530 - $88,160 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

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.

Equal Employment Opportunity

Reasonable Accommodations