Client Relationship Manager – External

This is a fully remote position, open to applicants in Florida.

📋 Description

• Foster and enhance relationships with key clients, distribution partners, and third-party administrators (TPAs).

• Create business strategies that identify important clients and outline action steps to effectively manage those relationships.

• Provide consultation to clients and brokers regarding investment matters, including performance analysis, diversification strategies, styles, and suitability assessments.

• Collaborate with plan sponsors to develop educational campaigns aimed at boosting participation and contribution rates among participants.

• Support sales representatives in preparing and delivering sales presentations.

• Serve as a subject matter expert on Voya’s service model, installation processes, ongoing service, and related procedures.

• Launch and support new product and service initiatives.

• Propel new business implementation, asset retention, asset growth, and client satisfaction for a designated portfolio of clients.

⛳️ Requirements

• A Bachelor’s degree is preferred, or equivalent professional experience.

• At least 4 years of experience in the financial services sector or 2 years specifically in the defined contribution marketplace.

• Possession of FINRA Series 6 or 7 and 63 licenses.

• Valid state insurance license.

• Exceptional analytical, organizational, and time management abilities.

• Willingness to travel frequently.

• Candidates must reside in the Jacksonville area.

🏝️ Benefits

• Comprehensive health, dental, vision, and life insurance plans.

• 401(k) savings plan with generous company matching contributions of up to 6%.

• Voya Retirement Plan – employer-funded cash balance retirement plan (4%).

• Tuition reimbursement available up to $5,250 per year.

• Generous paid time off policy including 20 days of paid time off, nine paid company holidays, and a flexible Diversity Celebration Day.

• Paid volunteer time — 40 hours allocated per calendar year.

• Flexible work environment tailored to business needs.

• Opportunities for annual cash bonuses, sales incentives, and/or long-term incentives depending on the role.