Education Plan Advisor: 403(b) & Retirement Strategy

voya; Dayton (OH); On-site; USD 60,000 - 85,000; Full time

Job summary

Voya Financial Advisors, Inc. in Dayton, OH is seeking a Financial Professional to manage plan sponsor relationships in the education market. The role involves enrollment in 403(b)/457, retirement and investment strategy recommendation, and delivering participant education and seminars.

Qualified candidates should hold Series 6 and Series 63 registrations, Life & Health Insurance licenses, and have a drive to become a top producer in the financial services industry.

Qualifications

• Experience with defined contribution plans (403(b), 457) and 401(a) preferred.
• Securities registrations: Series 6 and Series 63 (Series 66/7 preferred).
• Life and Health Insurance licenses.
• Desire to help clients meet financial and retirement goals and to become a top producer in Financial Services.

Responsibilities

• Enroll participants in 403(b)/457 plans and advise on retirement options.
• Develop retirement and investment strategies and provide participant education and seminars.
• Prospect, schedule, and conduct one-on-one client appointments; research client service issues and investment questions.
• Conduct retirement and investment seminars for plan sponsors and participants.

Skills

Prospecting

Appointment scheduling

Seminars

Relationship building

Territory management

Product knowledge

Education

Series 6 license

Series 63 license

Life & Health Insurance licenses

Job description

Voya Financial Advisors, Inc. in Dayton, OH is seeking a Financial Professional to manage plan sponsor relationships in the education market. The role involves enrollment in 403(b)/457, retirement and investment strategy recommendation, and delivering participant education and seminars.

Qualified candidates should hold Series 6 and Series 63 registrations, Life & Health Insurance licenses, and have a drive to become a top producer in the financial services industry.