Louisville Retirement Plan & Wealth Advisor

voya; Louisville (KY); On-site; USD 60,000 - 90,000; Full time

Job summary

Voya Financial Advisors, Inc. in the greater Louisville area seeks a Financial Professional to manage plan sponsor relationships and support retail wealth management for an existing book of business. You’ll handle 403(b)/457 enrollment and retirement/investment strategies.

You will conduct participant education and seminars, prospect for new clients, schedule and conduct one-on-one appointments, and recommend investment solutions while resolving client questions.

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 simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry

Responsibilities

• Manage plan sponsor relationships and assist retail wealth management for an existing book of business.
• Handle 403(b)/457 enrollment and retirement/investment strategies.
• Provide participant education and conduct seminars.

Skills

Defined contribution marketplace

Territory management

Relationship building

Fund knowledge

Job description

Voya Financial Advisors, Inc. in the greater Louisville area seeks a Financial Professional to manage plan sponsor relationships and support retail wealth management for an existing book of business. You’ll handle 403(b)/457 enrollment and retirement/investment strategies.

You will conduct participant education and seminars, prospect for new clients, schedule and conduct one-on-one appointments, and recommend investment solutions while resolving client questions.