Financial Advisor: Retirement Plans & 403(b) Specialist

voya; College Station (TX); On-site; USD 50,000 - 85,000; Full time

Benefits offered by this job

Full access to the Voya brand

Access to existing client base

Turnkey marketing services

Job summary

Voya Financial Advisors, Inc. seeks a Junior Financial Professional to join our College Station team, focusing on building plan sponsor relationships in higher education and healthcare markets.

You will manage 403(b)/457 enrollment, retirement and investment strategies, and participant education. Qualified candidates will prospect, schedule and conduct one-on-one appointments, recommend investment strategies, and deliver retirement seminars.

Qualifications

• Registered Representative with experience in defined contribution plans (403(b), 457, 401(a) preferred).
• Securities registrations - Series 6 and Series 63 (7 & 66 preferred).
• Life & Health Insurance Licenses held by the candidate.
• Desire to help clients meet financial and retirement goals and to become a top producer in the Financial Services Industry.

Responsibilities

• Enroll plan participants in 403(b)/457 programs and advise on retirement strategies.
• Conduct one-on-one appointments and retirement/investment seminars.
• Prospect, schedule, and manage client relationships to build a book of business.
• Research client service issues and respond to investment questions.

Skills

Registered Representative

Series 6

Series 63

Life & Health Licenses

Defined contribution knowledge

Territory management

Relationship building

Fund knowledge & pricing

Job description

Voya Financial Advisors, Inc. seeks a Junior Financial Professional to join our College Station team, focusing on building plan sponsor relationships in higher education and healthcare markets.

You will manage 403(b)/457 enrollment, retirement and investment strategies, and participant education. Qualified candidates will prospect, schedule and conduct one-on-one appointments, recommend investment strategies, and deliver retirement seminars.