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
Get to Know the Opportunity:
Retirement Plan Specialist for Voya's Tax-Exempt Market, supporting the City and County of
San Francisco.
**This position must sit in the SF Bay area, this individual will be overseeing Education & Enrollment City/County of SF plan participants**
The Contributions You'll Make:
Deliver on-site education for Plan Sponsor Participants. Conduct educational seminars/webinars focusing on Plan features and investments, as well as general investment-oriented and retirement-related seminars.
Meet one-on-one to conduct financial and investment counseling sessions with employees and retirees.
Interface with Plan Administration, and Plan Sponsors to identify, resolve, and respond to participant issues.
Work with Plan Sponsors to increase participation among their employees.
Contribute to the development and implementation of presentation material.
Assist in scheduling retirement seminars/one-on-one appointments.
Maintain compliance with all firm and FINRA regulatory requirements.
May provide guidance and training to more junior staff
Additional responsibilities may be assigned
Minimum Knowledge & Experience:
Minimum 1 year of experience in retirement/financial services
Bachelor's degree or equivalent experience
FINRA Series 6 or 7 and 63, 65, CA Life and Health license
Strong interpersonal & communication skills
Identifies and resolves problems in a timely manner; Gathers and analyzes information and develops alternative solutions
Looks for ways to improve and promote quality
Strong organization skills; demonstrates accuracy and thoroughness
Ability to travel across San Francisco County.
Bi-lingual in Mandarin or Cantonese a Plus!
#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.
$77,580 - $96,980 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.
Godirect · San Francisco, CA