Training Consultant

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

Profile Summary:

Training Consultant will design, develop and maintain an effective, sustainable training environment tailored to the needs of the Wealth Advisory Services (WAS) teams to deliver and measure a consistent end-to-end customer experience while driving sales and retention through the:

• Design, Development and Implementation of an effective, sustainable training program focusing on:
• Detailed knowledge of institutional DC plan features, benefits and distribution options sufficient to position effective participant outcomes including retention, consolidation and rollover.
• Knowledge of all VRA offerings (In Plan Advice through Financial Engines and Morningstar)
• Knowledge of all VFA retail offerings available and processes applicable to the phone channel.
• Ongoing project management/coordination of the training program and related initiatives.
• Design, Development and maintenance of a customer satisfaction / quality survey program.
• Partner with WAS leadership to design and develop an effective and sustainable learning and development environment. 

Profile Description:

• Facilitate strategic planning sessions with business leaders to determine the scope and objectives of Training initiatives within WAS.
• Upon agreement of strategic direction, this individual will be expected to develop and execute plans to ensure all projects are done in a timely, cost effective and results directed manner.  This will include:
• Proactively work with business partners (WAS as well as across Voya) to understand requirements and perform project scoping activities in a collaborative manner
• Proactively engage in in project planning activities, including but not limited to:
• Project scope definition, craft and maintain a consolidated timeline/schedule of major milestones and associated dates for projects
• Identify and communicate project dependencies and impacts
• Put mechanisms in place to ensure ongoing control of the project/direction
• Definition of success criteria to promote alignment and actively manage to expected project outcomes
• Direct the design and management of SharePoint sites and processes
• Ongoing responsibilities will include, but not be limited to:
• Partners with WAS subject matter experts to evaluate service, retention and sales processes to improve performance by identifying gaps and share best practices
• Develop and implement interactive, engaging, learner-focused instruction for new hires and existing employees
• Facilitate classroom or virtual training for a variety of needs, such as new hire orientations, technical skills, Market trends, sales concepts and product rollouts
• Collaborate with business partners to create new and update existing training solutions and appropriate evaluations of skills and knowledge transfer
• Oversee the design of curriculum, job aids, and manuals to meet training outcomes as defined by needs assessmen

Knowledge & Experience:

• 5+ years of experience in the investment management/financial services industry
• Experience should reflect a history of effectively managing projects through shared resources, both internal and external
• Strong meeting facilitation skills including:
• Setting agendas, task/time management, documentation, and action item management
• Strong ability to multi-task, problem-solve, learn quickly and adapt to changing priorities
• Knowledge of change management processes and industry best practices
• Excellent verbal and written communication skills, premier listening skills, strong interpersonal and influencing skills, ability to effect change in a matrix managed environment
• Effective presentation and communications style that builds and maintains strong relationships with stakeholders and influences outcomes and decisions
• FIRNA registraion required, 6 and 63, prefer 7 and 66

***This position is 100% remote and can sit anywhere in the US***

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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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