Retirement & Education Financial Advisor

voya

Savannah (GA)

On-site

USD 60,000 - 90,000

Full time

3 days ago
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Job summary

Voya Financial Advisors in Savannah, GA is seeking a Financial Professional to join our team to manage sponsor relationships in the education market. You will enroll 403(b)/457 plans, develop retirement and investment strategies, and educate participants through seminars.

The ideal candidate will prospect, schedule and conduct one-on-one appointments, and help clients reach retirement goals. Qualified candidates will hold securities licenses and life/health licenses, with a track record of

Qualifications

  • Registered Representative with experience in defined contribution plans (403(b), 457, 401(a) preferred).
  • Securities registrations - Series 7, 65 & 66 preferred.
  • Life & Health Insurance Licenses.
  • Desire to help clients meet retirement goals and to become a top producer in financial services.

Responsibilities

  • Enroll 403(b)/457 plans and educate participants.
  • Recommend and implement retirement and investment strategies.
  • Research client service issues and investment questions.
  • Conduct retirement and investment seminars and one-on-one client meetings.

Skills

Prospecting
Appointment setting
One-on-one meetings
Investment strategies
Client service
Seminars

Tools

Series 7/65/66 licenses
Life & Health Licenses

Job description

Voya Financial Advisors in Savannah, GA is seeking a Financial Professional to join our team to manage sponsor relationships in the education market. You will enroll 403(b)/457 plans, develop retirement and investment strategies, and educate participants through seminars.

The ideal candidate will prospect, schedule and conduct one-on-one appointments, and help clients reach retirement goals. Qualified candidates will hold securities licenses and life/health licenses, with a track record of

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