Regional Director/External Sales Representative - Turnkey Asset Management Program (Tamp)

Voya Atlanta , GA 30301

Posted 6 months ago

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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.

Position Summary:

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

  • Voya Cares

  • National Day of Service and other charitable events

Critical 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.


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Regional Director/External Sales Representative - Turnkey Asset Management Program (Tamp)

Voya