Retirement & Investment Advisor (403(b)/457 Focus)

voya; Raleigh (NC); On-site; USD 45,000 - 75,000; Full time

Job summary

Voya Financial Advisors, Inc. in the greater Raleigh area is seeking a Financial Professional to join our team, focusing on plan sponsor relationships in tax-exempt markets and retail.

The role includes enrolling 403(b)/457 plans, retirement and investment strategies, and delivering participant education and seminars. Qualified candidates will prospect, schedule and conduct one-on-one meetings, recommend investment solutions, and address client service questions.

Qualifications

• Experience with 403(b), 457, and 401(a) plans preferred.
• Strong knowledge of retirement and investment options.
• Licenses such as Life & Health and securities are beneficial.

Responsibilities

• Prospect, schedule and conduct one-on-one appointments with clients.
• Recommend and implement investment strategies for plan sponsors.
• Research client service issues and respond to investment questions.
• Conduct retirement and investment education seminars for participants.

Skills

Defined contribution markets

Relationship building

Territory management

Investment knowledge

Prospecting

Job description

Voya Financial Advisors, Inc. in the greater Raleigh area is seeking a Financial Professional to join our team, focusing on plan sponsor relationships in tax-exempt markets and retail.

The role includes enrolling 403(b)/457 plans, retirement and investment strategies, and delivering participant education and seminars. Qualified candidates will prospect, schedule and conduct one-on-one meetings, recommend investment solutions, and address client service questions.