Retirement & Investment Advisor for Plan Sponsors

voya

Washington (District of Columbia)

Remote

USD 60,000 - 90,000

Full time

9 days ago
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Benefits offered by this job

Competitive base salary
Commissions
Access to existing client base

Job summary

Voya Financial Advisors, Inc. is seeking a Financial Professional to join our nationwide team to work plan retail wealth management and plan sponsor business.

The role focuses on client acquisition, financial planning, enrollment in 403(b)/457, and delivering retirement and investment strategies with participant education and seminars. Qualified candidates should hold securities licenses (Series 7/65/66 preferred), Life & Health Insurance licenses, and have a strong drive to become a top

Qualifications

  • Registered Representative with experience working retail wealth management, 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 to become a top producer

Responsibilities

  • Acquire clients, provide financial planning, and enroll in 403(b)/457 plans or 401(a).
  • Develop retirement and investment strategies and educate participants through seminars.
  • Prospect, schedule and conduct one-on-one appointments and research client questions.

Skills

Defined contribution knowledge
Territory management
Relationship building
Fund knowledge
Securities licenses

Job description

Voya Financial Advisors, Inc. is seeking a Financial Professional to join our nationwide team to work plan retail wealth management and plan sponsor business.

The role focuses on client acquisition, financial planning, enrollment in 403(b)/457, and delivering retirement and investment strategies with participant education and seminars. Qualified candidates should hold securities licenses (Series 7/65/66 preferred), Life & Health Insurance licenses, and have a strong drive to become a top

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