Financial Advisor – Retirement & 403(b) Specialist

voya

Delaware

On-site

USD 70,000 - 110,000

Full time

4 days ago
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Benefits offered by this job

Full access to the Voya brand
Access to existing client base
Turnkey marketing services
Transition assistance

Job summary

Voya Financial Advisors, Inc., a leading independent broker-dealer in defined contribution and defined benefit, seeks a Financial Professional for the greater Wilmington, Delaware area.

The role handles 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. You will prospect, schedule and conduct appointments, recommend strategies, and respond to client questions.

Qualifications

  • Registered Representative with experience in defined contribution plans (403(b), 457).
  • Securities registrations including Series 7, 65 & 66 preferred.
  • Life and Health insurance licenses required or preferred.

Responsibilities

  • Enroll participants in 403(b)/457 programs and explain retirement options.
  • Present retirement and investment strategies to clients and groups.
  • Prospect, schedule and conduct one-on-one appointments and seminars.

Skills

Relationship building
Territory management
Business development
Client education

Education

Series 7
Series 65
Series 66
Life & Health Licenses

Job description

Voya Financial Advisors, Inc., a leading independent broker-dealer in defined contribution and defined benefit, seeks a Financial Professional for the greater Wilmington, Delaware area.

The role handles 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. You will prospect, schedule and conduct appointments, recommend strategies, and respond to client questions.

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