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AVP, Regional Client Relations

External
godirect logoGodirect · Phoenix, AZ
$137K–$171K/yrPart-timeOn-site2w ago
Client RelationsCRMLeadership
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Benefits

Health insuranceVision insurance

Additional Information

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 Profile Summary/Description Leads a team of Relationship Managers in the Western U.S. responsible for retaining and expanding existing defined contribution plan relationships. Manages executive relationships with key clients and advisors. Develops and executes upon annual strategic business plans for client retention Work closely with sales, plan administration, operation staff and other corporate areas to ensure client servicing objectives are met. Participate in sales presentations and have a thorough understanding of client's requirements and develop programs to meet these requirements. Collaborate with VP of Client Relations peers nationally to drive a consistent national strategy focused on retention, growth and client satisfaction. Drive year over year performance improvement of CRM team as measured by survey scores, plan and participant level retention and sponsor satisfaction. Drive Continuous Improvement in the region using the full management system and model CI behaviors. Conduct recruiting as team needs evolve. Work with RVP CRMs and CRMs to develop business plans and strategy for assigned territory. Clearly articulate organizational vision to CRM team, and translate organizational strategy into clear targets based on business plans for territory. Partner with CRMs and peers of VPs, Client Relations to identify best practices, and reinforce consistent use of standards to support identification of deviations form target performance. Spend majority of time coaching CRMs in their day-to-day activities, identifying issues and partnering with the front line to problem solve new ways of working in order to achieve objectives Accompany CRM to top client meetings as Senior Leadership representative. Ensure consistent execution of activities and processes, including annual plan reviews and enrollment-related activities. Provide regular coaching and feedback to CRMs to maximize retention and participant engagement. Monitor team workload and rebalance as necessary to maximize team effectiveness. Conduct and engage in training . Clearly articulate organizational vision on topics. Knowledge and Experience Typically has at least six years of DC or related experience. In-depth knowledge of the company's products and services. Possess excellent communications skills, both verbal and written. Prior proven ability to lead a diverse team. Strong client relationship management skills. Bachelor's degree or equivalent FINRA Series 6, 63 and 26 required, along with state life and health #LI-NV1 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. $136,560 - $170,700 USD Be Well. Stay Well. Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially,


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