Digital Platform Consultant (Pre-Sales – Retirement Services)
Core
Pre-sales consultant demonstrating Voya's digital retirement technology solutions to plan sponsors and advisors to support new business development.
Role type
Pre-sales Solutions Consultant (Financial Services)
Builds
Digital platform demonstrations and client presentations for retirement technology products
Domain
Financial Services / Retirement Planning / Digital Technology
Deliverable
product features
Required skills
Retirement plan industry knowledge, digital technology platform understanding, client-facing presentation skills, objection handling, product roadmap influence, FINRA Series 6 license
Preferred skills
Experience in presales or solutions engineering, strategic thinking, travel flexibility
Technologies
Digital technology platforms, demo websites, mobile solutions
Responsibilities
Lead detailed demonstrations of digital technology solutions for plan sponsor clients, serve as trusted resource at finalist presentations and client meetings, educate clients on maximizing value from digital solutions, gather product insights to influence technology roadmap, support sales teams in closing deals, collaborate on maintenance of technology demo websites
Seniority
Mid-Senior, hands-on IC