Retirement Plan Specialist at ALA Voya Retirement Insurance and Annuity Company — Albuquerque, NM

Profile Summary:

Retirement Plan Specialist for the Tax Exempt Market

Profile Description:

• 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 advisory investment counseling sessions with employees and retirees.
• Interface with Plan Administration, legal counsel, 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

Knowledge & Experience:

• Minimum 3 years of experience in retirement/financial services
• Bachelor’s degree or equivalent experience
• FINRA Series 6 or 7 and 63, 65
• 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

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Compensation Pay Disclosure:

$63,470 - $79,340 USD

Be Well. Stay Well.

What We Offer

• Health, dental, vision and life insurance plans
• 401(k) Savings plan – with generous company matching contributions (up to 6%)
• Voya Retirement Plan – employer paid cash balance retirement plan (4%)
• Tuition reimbursement up to $5,250/year
• Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
• Paid volunteer time — 40 hours per calendar year

Critical Skills

• Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
• Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
• Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
• Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
• Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Learn more about Critical Skills

Equal Employment Opportunity

Reasonable Accommodations

Misuse of Voya's name in fraud schemes