Regional Coordinator - Intermediary
Core
Support Senior Regional Directors in the sales process for Voya Investment Management's Intermediary Distribution team by growing existing and developing new Financial Advisor clients.
Role type
Regional Coordinator (Internal Sales Representative)
Builds
Sales pipeline and client relationships for Voya Investment Management products
Domain
Financial Services / Investment Management
Deliverable
client delivery
Required skills
consultative sales, prospecting, probing, territory management, CRM documentation, capital markets knowledge, product articulation, data analysis, strategic planning
Preferred skills
FINRA Series 7, 63/65, or 66 licenses, Excel proficiency, competitive analysis
Technologies
CRM, Microsoft Office (Excel)
Responsibilities
Collaborate with Senior Regional Directors to maximize territory sales; manage territory data, segmentation, and scheduling; anticipate Financial Advisor client needs; articulate product processes and nuances; participate in ongoing training; develop professional relationships with clients and Centers of Influence
Seniority
Mid-level IC