Job Description
Customer Retention Specialist-Retirement Services
Join to apply for the Customer Retention Specialist-Retirement Services role at Voya Financial
Customer Retention Specialist-Retirement Services
1 day ago Be among the first 25 applicants
Join to apply for the Customer Retention Specialist-Retirement Services role at Voya Financial
Get AI-powered advice on this job and more exclusive features.
Direct message the job poster from Voya Financial
Together we fight for everyones opportunity for a better financial future. We will do this together with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyones access to opportunities. The status quo is not good enough we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.
Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with and those we acquire throughout our lives are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.
Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage Apply Now Get To Know The Opportunity - Currently have 2 openings on this team****
As a Customer Retention Specialist, you would be in an inbound service role focused on all product sets offered through our Investor Channel regarding Financial Wellness & Retirement Readiness.
Please Note: This position has been designated as an essential worker and requires work to be performed full-time in your assigned office. Office location Greater Boston Area. The Contributions Youll Make - Focus on handling inbound call volume, assisting customers in all service needs and asset retention of existing assets
- Actively pursue referral opportunities for new sales to existing clients (retail retirement, in plan managed and other in plan assets) through education and guidance of available investment options
- Support initial call volumes, provide coaching and identify referral opportunities working within the Financial Wellness and Retirement Readiness programs (will not provide investing advice directly to clients)
- Participate in outbound campaigns
Minimum Knowledge & Experience - 2+ years of retirement plan based financial services experience or other customer service experience
- Series 6 and Series 63 required
- In-depth knowledge of Voya Retail and institutional product offerings
- Strong systems and operational knowledge of internal procedures
- Extreme customer focus
- Detail orientation
- Problem-solving orientation
Preferred Knowledge & Experience - Series 7 or attained within 3 months of hire
- Series 66 or attained within 6 months of hire
Compensation Pay Disclosure Voya is committed to pay thats fair and equitable, which means comparable pay for comparable roles and responsibilities.
The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.
Actual compensation offered may vary from the posted salary range based upon the candidates geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
$52,590 - $65,740 USD
Be Well. Stay Well. Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. Thats why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and 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
Learn More About Voya Benefits (download PDF) Critical Skills At Voya, we have identified the following critical skills which are key to success in our culture:
- 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 Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law. Reasonable Accommodations Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities. Misuse of Voya's name in fraud schemes
Seniority level
Seniority level
Not Applicable
Employment type
Employment type
Full-time
Job function
Job function
Other -
Industries
Insurance and Financial Services
Referrals increase your chances of interviewing at Voya Financial by 2x
Sign in to set job alerts for Customer Specialist roles.
Customer Service Representative, Boston (BOS) - Part Time
Customer Service Representative - Remote
Burlington, MA $50,000.00-$70,000.00 2 weeks ago
Customer Service Representative - Lab 9:30am-6pm
Customer Service Representative-$1,000 Sign on Bonus
Customer Success Manager: Consumer Packaged Goods (CPG)
Customer Service Representative - 32 hours/week
Customer Support Specialist - Hybrid Role
Newton Centre, MA $25.00-$32.00 7 months ago
Part Time Customer Service Representative
Sr. Manager, Global Contact Center Operations, Commercial Customer Service Excellence
Customer Service Representative-$1,000 Sign on Bonus
Customer Service Representative - Mercedes-Benz of Westwood
Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Job Tags
Full time, Part time, Work experience placement, Work at office, Local area, Remote work, Relocation package, Flexible hours,