Austin Financial Advisor — 403(b)/457 Retirement Specialist

voya; Austin (TX); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Access to existing client base

Turnkey marketing services

Brand access

Job summary

Voya Financial Advisors, Inc. in the greater Austin area seeks a Financial Professional to manage plan sponsor relationships in tax-exempt markets and retail. You will handle 403(b)/457 enrollment, retirement counseling, and participant education, with the goal of becoming a top producer in financial services.

Strong sales and education skills are essential. The role involves prospecting, scheduling and conducting appointments, delivering investment strategies, and presenting seminars to

Qualifications

• Experience with 403(b), 457, and 401(a) defined contribution plans.
• Registered Representative with securities registrations preferred.
• Life and health insurance licenses required.
• Proven ability to prospect, schedule, and conduct appointments.

Responsibilities

• Prospect, schedule and conduct one-on-one client meetings.
• Recommend and implement retirement and investment strategies.
• Research client service issues and investment questions.
• Conduct retirement and investment seminars.

Skills

Territory management

Relationship building

Business development

Fund knowledge

Plan document knowledge

Series 7/65/66

Life licenses

Health licenses

DC marketplace

Job description

Voya Financial Advisors, Inc. in the greater Austin area seeks a Financial Professional to manage plan sponsor relationships in tax-exempt markets and retail. You will handle 403(b)/457 enrollment, retirement counseling, and participant education, with the goal of becoming a top producer in financial services.

Strong sales and education skills are essential. The role involves prospecting, scheduling and conducting appointments, delivering investment strategies, and presenting seminars to