Retirement & 403(b) Strategy Advisor

voya; Orlando (FL); On-site; USD 55,000 - 95,000; Full time

Job summary

Voya Financial Advisors, Inc. in the Orlando area seeks a Financial Professional to manage plan sponsor relationships and deliver retirement education. You will drive enrollment in 403(b)/457 and customize investment strategies while educating participants through seminars.

The role requires building client relationships, prospecting, scheduling appointments, and addressing client questions about investments and plan rules.

Qualifications

• Registered Representative with experience in defined contribution plans (preferred).
• Securities registrations (Series 7, 65 & 66) preferred.
• Life & Health Insurance Licenses required or in progress.

Responsibilities

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

Skills

Prospecting

Relationship building

Presentation skills

Communication skills

Education

Series 7/65/66 licenses

Life & Health Insurance Licenses

Job description

Voya Financial Advisors, Inc. in the Orlando area seeks a Financial Professional to manage plan sponsor relationships and deliver retirement education. You will drive enrollment in 403(b)/457 and customize investment strategies while educating participants through seminars.

The role requires building client relationships, prospecting, scheduling appointments, and addressing client questions about investments and plan rules.