Retirement & Defined-Contribution Wealth Advisor

voya; Lexington (KY); On-site; USD 65,000 - 90,000; Full time

Job summary

Voya Financial Advisors, Inc. invites a Financial Professional to join our team in the greater Lexington area to manage plan sponsor relationships and assist in retail wealth management for an existing book of business.

This role will handle 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. Qualified candidates must prospect, schedule and conduct one-on-one appointments, recommend investment solutions, and address client service questions.

Qualifications

• Registered Representative with experience in defined contribution plans (403(b), 457) preferred
• Securities registrations – Series 7, 65 & 66 preferred
• Life & Health Insurance Licenses
• Desire to help clients meet financial and retirement goals and become a top producer

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

Territory management

Business development

Relationship building

Fund knowledge

Retirement planning

Job description

Voya Financial Advisors, Inc. invites a Financial Professional to join our team in the greater Lexington area to manage plan sponsor relationships and assist in retail wealth management for an existing book of business.

This role will handle 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. Qualified candidates must prospect, schedule and conduct one-on-one appointments, recommend investment solutions, and address client service questions.