As part of the application process, a candidate account is required to log in and view application(s). Please be sure to check email regularly for information regarding our employment process.
Voya Investment Management (Voya IM) is the asset management business of Voya Financial, a Fortune 500 company with over 6,000 employees seeking to help clients plan, invest and protect their savings. As of September 30, 2018, Voya IM manages approximately $212 billion* in assets across Fixed Income, Senior Loans, Equities, Multi-Asset Strategies & Solutions, Private Equity, and Real Assets. Drawing on over 40 years of experience and the expertise of 250+ investment professionals, Voya IM's capabilities span traditional products and solutions as well as those that cannot be easily replicated by an index.
Voya IM's award-winning culture is deeply rooted in a client-centric approach to helping investors meet their goals from insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, and consultants to intermediaries, and individual investors. Reliability is why our clients hire us and it is why they trust us to navigate the path ahead.
A successful Turnkey Asset Management Program (TAMP) Regional Director will possess very strong product and presentation skills as well as the ability to demonstrate consultative sales skills, such as prospecting, probing and driving sales through external field travel as well as utilizing technology to sell through "virtual" settings.
Description of Role:
Target smaller broker dealers that utilize a Turnkey Asset Management Program (TAMP) to prospect Advisors and grow our asset base
Utilize data segmentation to plan and lead targeted Advisors sales efforts
Lead Financial Advisor relationships through field travel as well as telephone and "virtual" technology
Continually manage each stage of the sales process
Host webinars, conference calls and roadshows for Financial Advisors and client related events
Ensure all CRM information for the territory is kept up to date and accurate
Engage with Intermediary firm centers of influence (COI) including but not limited to regional and office management.
This position is based in Atlanta, GA
Knowledge & Experience
Must have at least a 4 year degree from an accredited college or university
Five to seven years sales experience within the Financial Services industry; experience selling to TAMPs is a plus
Current Series 7, 63 and 66 licenses are required.
You should have strong working knowledge of popular sales software and Microsoft Office
You should be professional, adaptable, collaborative, creative, ambitious, organized and responsible. Strong attention to detail is a requirement.
Candidate should demonstrate an upbeat, positive attitude and possess the ability to excel in a team environment
Leadership attributes to include:
Professional Business Management
Solutions minded attitude
Adhering to Business Plan by Priority/Zone/Rotation
Be a Sales Leader
Work across the organization collaborate effectively with Marketing, Product, Operations and other parts of the firm
Keep pipeline current
Host Weekly/Bi-Weekly reoccurring calls with Internal/External partners utilizing Territory Management Report
Manage business for diversification by Product & Platform
Stay within allotted budget and utilize Business Development for firm level event funding
Timely submission and completion of expenses, continuing education and training videos
Host Quarterly Roundtables
Utilize Voya Resources
Schedule Quarterly PM/CPM travel (at least 2 times per quarter)
Schedule client calls/webinar with CPMs regularly
Host planning and prep call 5-7 days in advance
Conduct Appointments with Majority of Priority Advisors
Assemble quality notes / key advisor information in CRM
Utilize Outlook invites for all meetings Formatted to be client friendly
Engagement with Voya Business Partners
Host DCIO-monthly calls
Work with Retirement Services counterpart
Work with Business Development to explore firm specific opportunities
Promoting Voya Initiatives
National Day of Service and other charitable events
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.