Voya Financial Sales Trigger Battle Card
Leverage Voya’s public-sector expansion. Pitch automated retirement plan admin & advisor toolkit. Connect with Brian Merrick to boost your deal flow.
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🚀 Battle Card: Voya Financial, Inc.
Quick trigger: strong client growth, new relationships & strategic enhancements in talent, tools, and innovation (Aug 6, 2025)
Leverage this
👤 Decision Maker in the News
- Brian Merrick, VP, Client Relationship Leader, Government Market · 🔗 LinkedIn
💡 Why It Matters
- Growing public-sector footprint highlights pressure to scale multi-product client engagement and streamline complex retirement plan administration. → Source
🎯 Core Pain Point
- Complexity of multi-product retirement plan management across government and institutional clients
- Need for scalable, cost-efficient solutions for small and mid-sized employer plans
💰 What to Pitch
- Primary: Automated retirement plan administration platform → Simplify multi-product client workflows & reduce fiduciary risk
- Expansion: Advisor-integration toolkit → Enhance broker/dealer partnerships & expand distribution channels
🗺️ Quick Context
- HQ: Windsor, CT
- Employees: ≈ 7,500
- Rev: ≈ $8 B
- Website: voya.com
🤼 Competitive Intel
*Which other vendors you’ll probably face to win **Voya Financial, Inc.*’s business.
- Fidelity (fidelity.com) — Retirement & benefits
- Unique edge: End-to-end recordkeeping & plan administration
- Evaluated by VP Ops for service scalability
- Empower (empower.com) — 401(k) & digital advice
- Unique edge: AI-driven participant engagement tools
- Evaluated by Dir. Finance for digital innovation
- TIAA (tiaa.org) — Institutional retirement solutions
- Unique edge: Non-profit plan expertise & investment management
- Evaluated by Head of Gov Market for trust and stability
- Ascensus (ascensus.com) — Small-to-mid market plans
- Unique edge: Turnkey MES offerings & low-fee structure
- Evaluated by Client Relationship Leads for cost efficiency
- Charles Schwab (schwab.com) — Employee benefits & advice
- Unique edge: Integrated wealth management & brokerage services
- Evaluated by Sales Execs for cross-sell potential
✅ Do-Now Checklist
Connect with Brian Merrick on LinkedIn (link above)
Craft first touch referencing the Voya Financial, Inc. sales trigger and cite Gov Market expansion as key trigger
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
Stay ahead with every Voya Financial, Inc. sales trigger—no fluff, all pipeline.
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑<your company>❑
OFFER_BRIEF = ❑<1-line value>❑
PROOF_METRIC = ❑<metric>❑
CTA_STYLE = ❑quick_call | case_study❑
TONE = ❑friendly | punchy❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Brian
COMPANY = Voya Financial, Inc.
DEPT = Government Market
SIZE = ≈ TBD
BOTTLENECK = complex retirement plan administration
EVENT = H1 2025 growth announcement
DETAIL = strategic enhancements in talent, tools, and innovation
PAIN = Complexity of multi-product retirement plan management across government and institutional clients
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250806238396&div=41152219
SIM_CO = Virginia Retirement System
WIN_METRIC = 52% increase in funded sales
NEXT_SIZE = ≈ 10
EMP_EST = ≈ 7500
REV_EST = ≈ $8B
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ TBD-person Government Market
Brian—noticed your Government Market team is ≈ TBD.
That’s when complex retirement plan administration slows growth.
We helped Virginia Retirement System fix this with ❑<1-line value>❑.
Result: 52% increase in funded sales.
Quick call?
PS—next bottleneck hits ≈ 10.
DM ≤45 words, TONE:
Saw your post about strategic enhancements in talent, tools, and innovation — Complexity of multi-product retirement plan management across government and institutional clients.
❑<1-line value>❑. ❑<metric>❑.
Quick chat?