Sr. Internal Wholesaler, Wealth Management
Voya Financial(1 month ago)
About this role
The Internal Wholesaler is a sales-support role within Voya’s national Wealth Management organization, based in the Boston Seaport office. The position partners with the VP of Growth and Distribution and external wholesalers to support financial advisors and drive advisor engagement and success as Voya expands in the market. It serves as an internal advocate for advisors, connecting field feedback to cross-functional teams and contributing to the Broker-Dealer’s growth initiatives.
Required Skills
- Advisor Engagement
- Sales Growth
- Relationship Management
- CRM
- Data Tracking
- Communication
- Presentation
- Coaching
- Business Planning
- Compliance
+2 more
Qualifications
- Bachelor's Degree
- FINRA Series 7
- FINRA Series 66
- FINRA Series 63
- FINRA Series 65
- CFP
- CIMA
About Voya Financial
voya.comWe help individuals and employers clear a path to financial confidence with 401(k)s, 403(b)s, 457s, HSAs, FSAs, life, disability & voluntary insurance.
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