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The Internal Wholesaler partners with External Wholesaler to develop and maintain the territories they support through extensive sales and marketing efforts with the intentions of exceeding sales goal and increasing the Voya footprint within their territory.
Place outbound calls to financial advisors as well as take inbound calls. Follow up on pipeline, prospect for new opportunities, and set appointments.
Price, position and process proposals
Provide quality customer service to internal and external customers. Communicate product information to the customer and answer questions.
Track sales/assets daily/monthly/ quarterly and report accordingly.
Provide current information to the sales team and distribution partners in the areas of products/services, competitive intelligence, and industry trends
Conduct targeted broker/advisor call campaigns to drive meeting, proposal and sales activity
Other duties as assigned.
Education & Experience:
2-4 years related proactive sales experience
Experience in financial services, preferably in Retirement
Series 6 & 63, Life Licenses preferred; must obtain within 90 days of hire.
Excellent telephone and verbal communication skills
At Voya, we have identified the following critical skills which are key to success in our culture:
Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.
Learn more about Critical Skills.