Regional Coordinator - Intermediary
Core
Support Senior Regional Directors in the sales process to grow existing and develop new Financial Advisor clients within assigned territories.
Role type
Regional Coordinator (Internal Sales Representative)
Builds
Sales pipeline and client relationships for Voya Investment Management products
Domain
Financial Services / Investment Management
Deliverable
product features
Required skills
consultative sales, prospecting, territory management, CRM documentation, capital markets knowledge, product articulation, competitive analysis
Preferred skills
FINRA Series 7/63/65/66, Excel proficiency, data segmentation, strategic planning
Technologies
CRM, Microsoft Office (Excel)
Responsibilities
Collaborate with Senior Regional Directors to maximize territory sales; manage territory data and segmentation; anticipate client needs and execute closing; provide competitive analysis and product positioning; participate in ongoing training on data, technology, and client experience.
Seniority
Mid-level IC