Retirement & Defined-Contribution Advisor

voya; Opelika (AL); On-site; USD 60,000 - 90,000; Full time

Job summary

Voya Financial Advisors, Inc. in the Opelika area seeks a Financial Professional to work with plan sponsor relationships and to assist in retail wealth management for an existing book of business.

You will enroll 403(b)/457 plans, advise on retirement and investment strategies, and educate participants through seminars. Qualified candidates should prospect, schedule and conduct one-on-one appointments, recommend investment solutions, and research client questions while aiming to become a top

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

• Prospect, schedule and conduct one on one appointments
• Recommend and implement investment strategies
• Research client service issues and investment questions
• Conduct retirement and investment seminars

Skills

Defined contribution knowledge

Territory management

Relationship building

Fund knowledge

Product/pricing knowledge

Education

Series 7, 65 & 66 licenses

Life & Health Insurance Licenses

Job description

Voya Financial Advisors, Inc. in the Opelika area seeks a Financial Professional to work with plan sponsor relationships and to assist in retail wealth management for an existing book of business.

You will enroll 403(b)/457 plans, advise on retirement and investment strategies, and educate participants through seminars. Qualified candidates should prospect, schedule and conduct one-on-one appointments, recommend investment solutions, and research client questions while aiming to become a top