RVP, Regional Client Relations at ALA Voya Retirement Insurance and Annuity Company — Los Angeles, CA

Profile Summary: RVP, Client Relationship Manager is a player/coach role responsible for coaching, mentoring, and training Client Relationship Managers (CRMs) while also managing a book of business comprised of small and mid-sized companies.

Profile Description:

• Partner with Client Relationship Managers to act as a leader for CRMs helping to drive strategic growth and plan retention while improving the client experience.
• Leverage coaching/mentorship, relationship management, and training to drive improvement/maximize professional growth for CRMs on the team.
• Develop and execute a client strategy for your assigned book of business.
• Mentor individual service team members to guide performance improvement as measured by quality and service level metrics as well as field feedback and advisor satisfaction.
• Focus on process/procedural improvement to ensure effectiveness and efficiency in driving results and improving client satisfaction.
• Develop, enhance, and identify improvements to standard work.
• Assist in problem resolution/escalation management for CRM team by collaboratively working with the appropriate business areas.
• Support Continuous Improvement (CI) initiatives by leading huddles and sharing best practices.
• Develop and execute a strategic client strategy for your assigned book of business.
• Retain and grow assigned book of business.
• Develop and Strengthen Relationships with Advisors (Intermediaries), TPAs and Clients
• Introduce and Support New Product and Service Initiatives including identifying Cross Serve opportunities
• Consistent use of standard work for all job functions and required timely documentation in Salesforce.

Knowledge & Experience:

• Bachelor’s degree preferred or equivalent work experience.
• Minimum of 6 years of experience in the financial services industry or 3 years within the defined contribution marketplace
• FINRA series 6 or 7 and 63
• State insurance license
• Strong analytical, organizational and time management skills
• Prior leadership/management/mentorship experience a plus

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Compensation Pay Disclosure:

$89,170 - $148,650 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