Retirement Plan Advisor (403(b)/457)

voya; Starkville (MS); On-site; USD 60,000 - 90,000; Full time

Job summary

Voya Financial Advisors, Inc. in Starkville, MS is seeking a Financial Professional to build plan sponsor relationships and guide clients through 403(b)/457 enrollment, retirement, and investment strategies. You will educate participants and deliver seminars to help them meet long-term financial goals.

The role requires prospecting, scheduling and conducting one-on-one appointments, recommending investment solutions, and researching client service issues to provide compelling guidance.

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 assist clients meet their financial and retirement goals and become a top producer.

Responsibilities

• Develop and manage plan sponsor relationships in tax-exempt markets.
• Enroll 403(b)/457 plans, and craft retirement and investment strategies.
• Educate participants through seminars and one-on-one meetings.
• Prospect, schedule and conduct appointments and implement investment solutions.

Skills

Registered Representative

Securities Licenses 7/65/66

Life & Health Insurance Licenses

Client education & seminars

Job description

Voya Financial Advisors, Inc. in Starkville, MS is seeking a Financial Professional to build plan sponsor relationships and guide clients through 403(b)/457 enrollment, retirement, and investment strategies. You will educate participants and deliver seminars to help them meet long-term financial goals.

The role requires prospecting, scheduling and conducting one-on-one appointments, recommending investment solutions, and researching client service issues to provide compelling guidance.