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Client Relationship Manager at Voya Financial - ApplyBlast

Client Relationship Manager

Voya Financial

4 months ago

3.8 on Glassdoor

Kansas City, KS

Hybrid

Full Time

Senior

0 applicants

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About this role

This role focuses on new business implementation, asset retention, and growing assets within a specific book of business for a financial services firm. The professional will maintain relationships with key clients and partners, develop strategic business plans, and consult on investment issues to enhance client satisfaction and participation rates.

Responsibilities

Implement new business strategies and retain client assets
Maintain and strengthen relationships with key clients and distributors
Develop business plans identifying key clients and action steps
Consult with clients on investment performance and diversification
Design participant education campaigns to increase contribution rates

Skills

Qualifications

Bachelor’s degreeFINRA Series 6 or 7 licenseFINRA Series 63 licenseState insurance license4 years in financial services

About Voya Financial

voya.com

Headquarters

New York, New York, United States

Company Size

5001-10000 employees

Founded

2014

View Profile

We help individuals and employers clear a path to financial confidence with 401(k)s, 403(b)s, 457s, HSAs, FSAs, life, disability & voluntary insurance.