Financial Professional - Retirement Plans (Auburn)

Voya Financial Advisors; Opelika (AL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Professional development resources

Competitive salaries

Work-Life Balance Program

Wide array of financial products

Technology and systems for client management

Job summary

A leading financial services firm is seeking a Financial Professional to work in the greater Auburn area, focusing on plan sponsor relationships. Responsibilities include managing 403(b)/457 enrollment and conducting retirement education seminars. Candidates should be Registered Representatives with experience in contribution plans and possess relevant licenses. Strong understanding of the financial market and relationship-building skills are essential. This role also offers full access to the firm's resources and support for success.

Qualifications

• Must possess the skills necessary to prospect, schedule and conduct one-on-one appointments.
• Must be able to recommend and implement investment strategies.
• Ability to conduct retirement and investment seminars.

Responsibilities

• Responsible for 403(b)/457 enrollment.
• Work on retirement and investment strategies.
• Conduct participant education and seminars.

Skills

Strong understanding of the defined contribution marketplace

Knowledge of rules/regulations

Territory management and business development

Relationship building

Fund knowledge and product/pricing knowledge

Education

Registered Representative with experience working defined contribution plans

Securities registrations – Series 7, 65 & 66

Life & Health Insurance Licenses

Job description

A leading financial services firm is seeking a Financial Professional to work in the greater Auburn area, focusing on plan sponsor relationships. Responsibilities include managing 403(b)/457 enrollment and conducting retirement education seminars. Candidates should be Registered Representatives with experience in contribution plans and possess relevant licenses. Strong understanding of the financial market and relationship-building skills are essential. This role also offers full access to the firm's resources and support for success.