Project Controls Manager leading monitoring and communication of project performance at Priority Power, an energy management firm. Supporting development of project control processes and systems with a focus on infrastructure.
About the role
- Team Manager leading a consolidation sales team to grow assets for Voya Financial's retirement business. Overseeing customer experience and compliance while managing team performance and development.
Responsibilities
- Manage, direct and lead a consolidation sales/relationship/referral/service telephone team of up to 12 - 15 individuals
- Partner with field personnel to grow assets in Voya’s defined contribution business by assisting participants consolidate outside assets into plan.
- Build and maintain relationships with field partners and deliver a superior customer experience with a firm eye on compliance.
- Significant supervisory oversight (call monitoring, call quality, sales effectiveness and documentation)
- Direct responsibility for a consolidation sales goals in support of the Retirement business.
- Train and lead a team of 12-15 registered representatives responsible for consolidating plan level assets with Voya
- Responsible for managing team huddles, call and email reviews, 1x1 meetings with team, performance reviews
- Meet with new plan sponsors/advisors to discuss rollover-in process and partnerships
- Drive training and new hire processes for new consolidation representatives
- Accountable for adherence to firm’s FINRA supervisory guidelines and procedures
- Attainment of sales/consolidation production, activity and customer satisfaction goals for their team and the organization
- Create a positive work environment with a commitment to coaching and employee development
- Participation in the development and execution of business plans to meet organizational strategic initiatives
- Other duties and projects as assigned.
Requirements
- College degree is required.
- Financial services or related sales/relationship/management experience of 3 – 5 years is preferred.
- Licensure will include at a minimum Series 6, 63, 26. Would consider qualified candidates to attain Series 26 within 4 months of hire.
- Identified individual will exhibit strong sales and customer relationship experience, a full understanding of retirement plan types and rules, full adherence to FINRA/DOL/SEC regulatory standards (including delivery of service against those standards) and will be dedicated to delivering an outstanding customer experience with every customer interaction.
- Ability to coach, build a team, understand relationship between organizational strategy and business plan components is required.
- Strong work ethic, presentation skills and leadership traits are required.
Benefits
- Health, dental, vision and life insurance plans
- 401(k) Savings plan – with generous company matching contributions (up to 6%)
- Voya Retirement Plan – employer paid cash balance retirement plan (4%)
- Tuition reimbursement up to $5,250/year
- Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
- Paid volunteer time — 40 hours per calendar year
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