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Regional Coordinator - Intermediary at Voya Financial - ApplyBlast

Regional Coordinator - Intermediary

Voya Financial

3 months ago

3.8 on Glassdoor

Atlanta, GA

Onsite

Full Time

Senior

1 applicant

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About this role

A Regional Coordinator at Voya Investment Management supports Senior Regional Directors in driving sales efforts and growing client relationships within the financial services industry. The role involves territory management, prospecting, presenting products, and utilizing CRM tools to maximize sales goals and enhance the client journey. Success requires strong consultative sales skills, capital markets knowledge, and the ability to collaborate effectively with Financial Advisors and internal teams.

Responsibilities

Collaborate with Senior Regional Directors to maximize territory sales efforts
Manage territory data, segmentation, and strategic planning for new client development
Anticipate client needs and deliver consultative sales presentations via various channels
Articulate product nuances and provide competitive analysis to Financial Advisors
Maintain accurate CRM documentation and follow up on sales opportunities

Skills

Qualifications

FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66

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.