Student Opportunity: Intermediary Sales Desk

Voya Financial - Scottsdale, AZ3.4

30+ days ago
As part of the application process, a candidate account is required to log in and view application(s). Please be sure to check email regularly for information regarding our employment process.

Voya Investment Management (Voya IM) is a leading active asset management firm. As of March 31, 2018, Voya IM manages approximately $227 billion* for affiliated and external institutions as well as individual investors. Drawing on over 40 years of experience and an ongoing commitment to reliable investing, Voya IM has the resources and expertise to help long-term investors achieve strong investment results.
Work directly with Investment Management Intermediary Sales team:

Data entry/maintenance of Contact Management System (includes Review/Enter/Label conference attendees in CRM system).
Assist manager with team/channel reporting and administrative support for tracking of performance objectives/metrics and goal attainment.
Participate in team meetings/calls, product training, IM Lunch and Learns to gain understanding of the business.
Assist Business Development team with conference coordination and meeting prep.
Job shadow Internal Sales to understand the external and internal sales role.
Segmentation reviews on all A-B-C-T clients. Prepare report and discuss with respective teams to ensure accurate client targeting.
Build power point presentations for meeting preparation & follow up for field teams as well as business development teams.
Research industry websites for ideas on best advisor resources.
Coordinate materials/biographies/decks for PWA Perspectives panel webcasts between marketing, sales and compliance.
Review Client Portfolio Manager travel calendar for potential meeting opportunities.
Coordinate special projects as they materialize for the Intermediary Distribution Group.
Assist with projects and support team members when needed.
Other responsibilities as assigned by sales management

Experience and Skill Requirements:
15 hours/week
Actively pursuing undergraduate degree
Working knowledge of personal computers and Microsoft business software (Word, Excel, PowerPoint, Outlook,etc.)
Good verbal and written communication skills
Ability to work independently
All of these activities will provide knowledge and understanding of the distribution efforts of a financial services company. Intern will experience Sales, Marketing, Business Development, Business Planning, Legal/Compliance and Operational aspects of the business.

Critical Skills
At Voya, we have identified the following critical skills which are key to success in our culture:

Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.
Learn more about Critical Skills .