Client Relationship Manager
$89,170–$148,650 year
On-siteChicago, Illinois, United States
Job Summary
Maintain and strengthen relationships with key clients, distribution partners, and TPAs by developing business plans that list action steps to manage those accounts. Consult with clients and brokers on investment issues including performance, diversification, style, and suitability. Work with plan sponsors to design participant education campaigns aimed at increasing participation and contribution rates. Assist sales representatives with sales presentations and act as a subject matter expert on topics such as the Voya Service Model, installation process, and ongoing service procedures. Introduce and support new product and service initiatives for assigned books of business. Requires FINRA Series 6 or 7 and 63 state insurance license, with a preference for a bachelor's degree and four years of financial services experience.
Required Qualifications
- Bachelor's degree preferred or equivalent work experience
- Minimum of 4 years of experience in the financial services industry or 2 years within the defined contribution marketplace
- FINRA series 6 or 7
- 63 State insurance license
- Strong analytical, organizational and time management skills
- Ability to travel frequently
Desired Qualifications
- Bachelor's degree preferred
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