Retirement Plan Specialist

Overview

Retirement Plan Specialist for the Tax Exempt Market – responsible for delivering on‑site education, one‑on‑one advisory sessions, and participant support for Plan Sponsors and their employees.

• Deliver on‑site education for Plan Sponsor Participants.
• Conduct educational seminars and webinars on plan features, investments, and retirement topics.
• Meet one‑on‑one to conduct financial advisory investment counseling with employees and retirees.
• Interface with Plan Administration, legal counsel, and Plan Sponsors to identify, resolve, and respond to participant issues.
• Work with Plan Sponsors to increase employee participation.
• Contribute to development and implementation of presentation materials.
• Assist in scheduling retirement seminars and one‑on‑one appointments.
• Maintain compliance with firm and FINRA regulatory requirements.
• Provide guidance and training to more junior staff (additional responsibilities may be assigned).

• Minimum 3 years of experience in retirement or financial services.
• Bachelor’s degree or equivalent experience.
• FINRA Series 6 or 7 and 63, 65.
• Strong interpersonal and communication skills.
• Ability to identify and resolve problems in a timely manner.
• Proficiency in gathering and analyzing information to develop alternative solutions.
• Commitment to continuous improvement and quality promotion.
• Strong organizational skills with attention to accuracy and thoroughness.
• Ability to travel.

Annual base salary range: $63,470 – $79,340 USD. In addition to base salary, Voya offers incentive opportunities based on performance.

• Health, dental, vision, and life insurance plans.
• 401(k) savings plan with up to 6% company match.
• Voya Retirement Plan – employer paid cash balance retirement plan (4%).
• Tuition reimbursement up to $5,250 per year.
• Paid time off – 20 days of PTO, nine company holidays, and a flexible Diversity Celebration Day.
• Paid volunteer time – 40 hours per calendar year.

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 are available for qualified individuals with disabilities.