Client Relationship Manager - 401k
Core
Manage assigned book of business to drive new business implementation, asset retention, and client satisfaction.
Role type
Client Relationship Manager (Defined Contribution)
Builds
Client relationships, business plans, and participant education campaigns for 401(k) plans.
Domain
Financial Services / Defined Contribution / Retirement Planning
Deliverable
client delivery
Required skills
Client relationship management, business plan development, investment consultation, sales support, product initiative support
Preferred skills
FINRA Series 6, 7, and 63 licenses, State insurance license, Bachelor's degree
Technologies
Voya Service Model
Responsibilities
Maintain relationships with key clients, distribution partners, and TPAs; Consult with clients and brokers on investment issues; Work with plan sponsors to design participant education campaigns; Assist sales representatives with presentations and act as subject matter expert; Introduce and support new product and service initiatives
Seniority
Mid-level, hands-on IC