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Voya Financial

Financial services: retirement, investments, insurance

Regional Coordinator - Intermediary

Account ManagementConfirmed live in the last 24 hours
Full-timeAtlanta, GA, USAIn-person

About the Job

Requirements

  • A bachelor's degree from an accredited college or university, or equivalent relevant experience.
  • Two to five years of experience in financial services, sales, business development, relationship management, or a related field.
  • Strong proficiency in Microsoft Office, particularly Excel.
  • Excellent verbal and written communication skills.
  • Strong attention to detail, organization, and follow-through.
  • Candidates who are not currently licensed must be able to obtain required licenses within 90 days of hire.

Responsibilities

  • Partner with a Senior Regional Director to execute territory business plans and achieve sales objectives.
  • Identify opportunities within existing advisor relationships and develop new prospects.
  • Conduct proactive outreach through phone, video, email, and other digital channels.
  • Help move advisors through the sales process by identifying needs, positioning solutions, and coordinating follow-up.
  • Build and maintain strong relationships with financial advisors and key stakeholders.
  • Anticipate advisor needs through thoughtful preparation, research, and proactive communication.
  • Coordinate meetings, presentations, follow-up activities, and ongoing service support.
  • Serve as a trusted partner who helps advisors navigate investment solutions and market opportunities.
  • Develop a strong understanding of capital markets, investment strategies, and Voya Investment Management solutions.
  • Communicate product features, investment philosophies, performance drivers, and portfolio positioning with clarity.
  • Conduct competitive analysis and explain how Voya solutions can address advisor and client needs.
  • Stay current on industry trends, market developments, and competitor activity.
  • Analyze territory data to identify growth opportunities and prioritize advisor coverage.
  • Use customer relationship management tools to document interactions, track opportunities, and manage sales activity.
  • Support territory segmentation, strategic planning, and advisor targeting initiatives.
  • Maintain disciplined follow-through on advisor opportunities and commitments.
  • Participate in training focused on investment products, markets, sales skills, communication, technology, customer relationship management systems, territory management, and leadership.
  • Seek feedback, strengthen capabilities, and expand industry knowledge.

Desired Qualifications

  • FINRA SIE, Series 7, and Series 63/65 or 66 licenses.
  • Experience supporting financial advisors, broker-dealers, registered investment advisors, or investment management firms.
  • Familiarity with customer relationship management platforms, sales analytics, and territory-management tools.

About the Company

Voya Financial

Financial services: retirement, investments, insurance

Voya Financial provides retirement planning, investment management, and insurance products for individuals, employers, and institutions, mainly in the United States. Its products help individuals save and grow wealth for retirement, while employers offer retirement plans and benefits within their workforce, and institutions receive tailored investment management. The company earns fees from investment management and premiums from insurance policies, creating recurring revenue from long-term client relationships. Voya differentiates itself by emphasizing corporate responsibility, inclusiveness, and ESG-aligned practices to attract clients and talent, rather than competing only on price or returns. Its goal is to help clients achieve financial confidence and security by offering a broad, client-centric suite of financial services to support stable, long-term financial well-being.

Company size
5,001-10,000
Company stage
IPO
Headquarters
New York City, New York
Founded
2014

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