Retirement Education Specialist

Together we fight for everyone’s opportunity for a better financial future.

We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today.

Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.

Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply Now

Get to Know the Opportunity:    

Currently seeking a Retirement Education Specialists in the following location: Philadelphia, PA.  This position allows remote work from home but will require travel within the regional territory. Both car & air travel. Travel within the region (PA/NJ/DE/MD/DC) up to 90% of the time.

As a Retirement Education Training Specialist, you will be supporting the goals for Voya’s Retirement Services as it relates to engaging individuals to save and invest for retirement. You will work directly with external clients as well as internal partners to deliver the right strategy that will drive improved retirement outcomes for the employees of a core set of clients – whether enrolling in their retirement plan, saving more or optimal product and service utilization. Must demonstrate confidence and be able to interact effectively with Voya’s relationship management, product and sales teams as well as directly with the client. Must be a professional public speaker and be effective at using a storytelling format when presenting. Familiarity with 401(k), 403(b) and 457 plans is helpful.

The Contributions You’ll Make:

• Provide onsite education and motivational seminars on many financial themed topics to retirement plan participant and prospective retirement plan participants.
• Customize PowerPoint presentation for specific plan design and plan features.
• Maintain industry knowledge through continuing education programs required by their FINRA licenses in order to deliver onsite presentations on financial topics.
• Maintain onsite training measurement system in order to track effectiveness of onsite programs to the plan sponsor (client) and to internal Voya  groups.
• Maintain compliant presentation topics and speaking points to maintain industry standards and approved sales/advertising techniques.
• Book own travel plans via corporate supplied vendor and other duties as assigned.

Minimum Knowledge & Experience:   

• Bachelor’s degree or equivalent.
• 4-6 years financial industry experience.
• Bilingual Spanish required
• Excellent written and oral communication skills.
• Excellent public speaking skills.
• FINRA Licensed (6 or 7 & 63 required).

Preferred Knowledge & Experience:

• Familiarity with 401(k), 403(b) and 457 plans are helpful.
• Life license preferred or obtain within 60 days.

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Compensation Pay Disclosure:

Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities.

The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.

Actual compensation offered may vary from the posted salary range based upon the candidate’s geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

Be Well. Stay Well.

Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That’s why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.

What We Offer

• 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

Learn more about Voya benefits (download PDF)

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

Equal Employment Opportunity

Voya Financial is an equal-opportunity employer. Voya Financial 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

Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.

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