Digital Platform Consultant (Pre-Sales – Retirement Services) — Hartford, CT

We'd love to hear what draws you to this opportunity. As part of the application, please include a one-page cover letter (approximate 250 words) sharing your specific interest in the position and how your professional experience aligns with the role. Be sure to highlight your knowledge of retirement technology products as well as your experience in delivering client-facing presentations and/or digital technology demonstrations.

Get to Know the Opportunity:

Digital Platform Consultant (Pre-Sales – Retirement Services)

The Digital Platform Consultant (Pre-Sales – Retirement Services) position is a highly visible role within Voya’s Retirement technology organization that expertly supports the business development and relationship management teams across all market segments in demonstrating Voya’s customer-facing, award-winning digital technology properties.

This role functions similarly to a Solutions Consultant or Pre-Sales Consultant within financial services, partnering closely with sales teams to deliver client-facing digital platform demonstrations in support of new business and client engagements.

As a key member of the sales pursuit process, this individual plays a critical role in finalist presentations and client meetings, translating Voya’s digital capabilities into clear, compelling business value for plan sponsors, advisors, and consultants.

The Digital Technology Consultant also works as a digital technology subject matter expert for internal business partners and external clients alike and collaborates with Voya’s digital product owners to stay well-informed about industry trends, market demands, regulatory changes, and offers guidance and thought leadership with the technology roadmap.

A successful Digital Technology Consultant is a high-performing professional who has a natural affinity and passion for retirement products and digital technology, is comfortable in presentation and presales environments, a team player and client-driven, and excels with a high degree of accountability.

This is a highly interactive, client-facing role that requires confidence presenting to senior stakeholders and the ability to tell a compelling story using digital technology solutions in a sales-driven environment. This is not a quota-carrying sales role, but a critical partner to the sales process and client engagement lifecycle.

This role focuses exclusively on the contributions noted below with no programming or software development tasks required or expected.

This position is primarily remote, with flexibility to work from home or from one of our major office locations using a hybrid schedule. The role requires regular client-facing travel (approximately 25% on average), including a mix of day trips and overnight stays based on sales activity.

The Contributions You'll Make:

• Manages, develops, and leads detailed demonstrations of Voya’s digital technology solutions across all retirement market segments for plan sponsor clients/prospects and intermediary partners.
• Serves as the highest-level digital technology expert and trusted resource at finals presentations, client review meetings, consultant due diligence meetings, and in other highly visible forums such as client and industry conferences.
• Educates and informs our business partners and clients about how to gain most value from Voya’s digital solutions. Carefully listens and responds confidently to objections and posed questions.
• Provides day-to-day digital technology expertise during the sales process, including directly interfacing with Voya’s sales and relationship management teams, clients, and intermediary partners.
• Influences technology roadmap by skillfully gathering product insights and communicating customer feedback to digital product management teams.
• Ensures that Voya’s sales and relationship management teams are accurately and suitably supported, resulting in successfully closed deals.
• Regularly collaborates with technology development team in support and ongoing maintenance of technology demo websites and mobile solutions.
• Supports other digital technology assignments, as needed, in support of client engagements, solutioning, and best practice use of customer technology.

Minimum Knowledge & Experience:

• Bachelor’s Degree, plus 5–7 years' experience working in retirement plan industry with related product knowledge.
• Previous experience in a presales, technical consulting, or solutions engineering role with financial services organizations.
• Advanced written and verbal communications skills, including hosting presentations and digital technology demonstrations in person and with virtual audiences.
• Highly adept at managing technical meeting set up for in-person engagements.
• Strategic thinking and technical proficiency skills, with basic technology platform understanding.
• Self-motivated, with strong interpersonal skills and problem-solving mindset.
• Passionate ability to work well in a sales support environment, partnering with high-performing sales teams.
• FINRA Series 6 license required, or willingness to obtain within 12 months of hire into the position.
• Ability to travel to on-site meetings (25% average; up to 50% during peak times). This includes overnight travel.

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Compensation Pay Disclosure:

$100,000 - $145,000

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

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