Retirement Plan Account Consolidation Representative

Retirement Plan Account Consolidation Representative – Voya Financial

This role is responsible for assisting Voya participants with consolidation of outside retirement assets into their active Voya retirement plan.

Profile Description

• Manage a consolidation goal ranging from $6-8M per month for an assigned territory.
• Make outbound calls to Voya participants and teleconference other carriers to initiate the rollover transfer process. Leads into the ACT department may include large plan‑specific cases that require the Consolidation Representative to be the point of contact.
• Take triaged inbound phone calls, review client’s options, and assist participants when they request to move their retirement assets into their active Voya retirement plan.
• Complete all Voya-required forms and other carrier forms for the participant, including mailing the forms to the participant for their signature and to other carriers for rollover.
• Handle field inquiries on status, build a working relationship with Field Agents, sell our service models to the field for territory management and planning, and build new and grow existing relationships to create lead opportunities.
• Maintain a working relationship with an assigned Consolidation Assistant, including delegation of tasks and / or activities.
• Other duties and projects as assigned.

Knowledge & Experience

Compensation Pay Disclosure

Voya is committed to pay that’s fair and equitable. The annual base salary range for this position is $48,180 – $80,320 USD. In addition to base salary, Voya offers incentive opportunities (annual cash incentives, sales incentives, and / or long‑term incentives) based on role performance. Actual compensation offered may vary based on location, experience, education, licensure, and skill level.

Benefits

Critical Skills

Equal Employment Opportunity

Voya Financial is an equal‑opportunity employer and provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.

Reasonable Accommodations

Voya is committed to inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is required to participate in the job application or interview process, to perform essential job functions, or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.

Seniority level

Not Applicable

Employment type

Full‑time

Job function

Sales and Business Development

Industries

Insurance and Financial Services

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