Retirement Plan Advisor

Voya Financial Advisors; Thibodaux (LA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Professional development resources

Competitive base salary plus commissions

Turnkey marketing services

Access to existing client base

Technology to manage financial information

Job summary

A leading financial advisory firm is seeking a Financial Professional in Thibodaux, Louisiana. This role involves managing plan sponsor relationships in the retirement plan market, conducting enrollment, and providing investment strategies. Candidates should have the necessary securities licenses, a strong understanding of the defined contribution marketplace, and a desire to help clients achieve financial goals. Benefits include competitive salary, commissions, and access to extensive resources and client base.

Qualifications

• Qualified candidate must have ability to conduct retirement and investment seminars.
• Candidates must possess skills to prospect and conduct one on one appointments.
• Must be willing to assist clients in meeting financial goals.

Responsibilities

• Responsible for 403(b)/457 enrollment and participant education.
• Implement investment strategies and research client service issues.
• Build and maintain relationships with plan sponsors.

Skills

Strong understanding of the defined contribution marketplace

Relationship building

Territory management and business development

Knowledge of rules/regulations around contribution limits

Fund and product/pricing knowledge

Education

Registered Representative with experience

Securities registrations – Series 6 and Series 63

Life & Health Insurance Licenses

Job description

A leading financial advisory firm is seeking a Financial Professional in Thibodaux, Louisiana. This role involves managing plan sponsor relationships in the retirement plan market, conducting enrollment, and providing investment strategies. Candidates should have the necessary securities licenses, a strong understanding of the defined contribution marketplace, and a desire to help clients achieve financial goals. Benefits include competitive salary, commissions, and access to extensive resources and client base.