Charlotte Retirement Plan Advisor - 403(b)/457 Expert

voya; Matthews (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

Voya Financial Advisors, Inc. in the greater Charlotte area seeks a Financial Professional to build and manage plan sponsor relationships in tax-exempt markets and retail, focusing on 403(b)/457 enrollment and retirement strategies.

The role includes conducting retirement education seminars, scheduling client meetings, and recommending investment solutions. Strong prospecting and presentation skills are essential to educate participants and help clients reach retirement goals.

Qualifications

• Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred.
• Securities registrations – Series 7, 65 & 66 preferred.
• Life & Health Insurance Licenses.
• Desire to assist clients meet their financial and retirement goals and become a top producer in the Financial Services Industry.

Responsibilities

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

Skills

Territory management

Business development

Relationship building

Client education

Education

Securities licenses (Series 7, 65, 66)

Life & Health Insurance Licenses

Job description

Voya Financial Advisors, Inc. in the greater Charlotte area seeks a Financial Professional to build and manage plan sponsor relationships in tax-exempt markets and retail, focusing on 403(b)/457 enrollment and retirement strategies.

The role includes conducting retirement education seminars, scheduling client meetings, and recommending investment solutions. Strong prospecting and presentation skills are essential to educate participants and help clients reach retirement goals.