James Carmichael
Client Relations Manager at Voya Financial
- Role
- Client Relations Manager at Voya Financial at Voya Financial
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About James Carmichael
It brings James joy to see his clients, and their employees and beneficiaries, take ownership of their financial future. He brings this passion to work every day at Voya Financial where, alongside his team, he serves as a dedicated Client Relations Manager working with your HR department allowing clients to focus on what they love most.One will find James working directly with plan sponsors through all stages of retirement plan implementation. He continues to be a resource for the plan’s ongoing maintenance and service needs which include plan reviews, employee education, and benchmarking.As a service oriented professional, James has been in the retirement industry since 2012 and holds his FINRA Series 6, 7, and 66 registrations, as well as his Life & Health insurance license.Born in Scotland and raised in The Netherlands, James has a unique international background which serves him well in a growing, intercultural, industry. He has been described as a soccer fanatic and enjoys spending time with his wife, son & daughter, along with any large-breed dog he can find!
Experience
Client Relations Manager at Voya Financial
Feb 2022 — Present · Houston, TX, US
Registered representative of and securities offered through Voya Financial Partners, LLC (member SIPC)Investment Advisor representative of and investment advisory services offered through Voya Retirement Advisors, LLC
Education
Bryan College
Bachelor of Science (BS), Business/Managerial Economics
2005 — 2009
Skills
- Finance
- Mutual Funds
- Strategic Planning
- Management
- Team Building
- Retirement Planning
- Public Speaking
- Series 7
- Portfolio Management
- Contract Negotiation
- Leadership
- Windows 7
- Investments
- Inventory Management
- Customer Service
- Microsoft Excel
- Business Development
- Event Planning
- Financial Services
- Project Management
- Marketing
- 401(K) Retirement Savings Plans
- Series 6
- Negotiation
- Microsoft Office
- Sales
- Series 66
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