Retirement Plan Advisor - 403(b/457 & Client Education

voya; Thibodaux (LA); On-site; USD 60,000 - 90,000; Full time

Job summary

Voya Financial Advisors, Inc. in the greater Austin area seeks a Financial Professional to manage plan sponsor relationships in defined contribution and retirement markets, focusing on 403(b)/457 enrollment and client education.

You will prospect, schedule and conduct one-on-one appointments, recommend investment strategies, and present retirement seminars to participants. Qualified candidates should hold relevant securities licenses and life/health insurance credentials, with a drive to become

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 become a top producer in the Financial Services Industry

Responsibilities

• Prospect and schedule appointments with plan sponsors in tax-exempt and retail markets.
• Enroll 403(b)/457 plans and design retirement and investment strategies.
• Educate participants through seminars and one-on-one sessions.
• Research client service issues and investment questions.

Skills

Territory management

Business development

Relationship building

Fund knowledge

Tools

Securities licenses (Series 7/65/66)

Job description

Voya Financial Advisors, Inc. in the greater Austin area seeks a Financial Professional to manage plan sponsor relationships in defined contribution and retirement markets, focusing on 403(b)/457 enrollment and client education.

You will prospect, schedule and conduct one-on-one appointments, recommend investment strategies, and present retirement seminars to participants. Qualified candidates should hold relevant securities licenses and life/health insurance credentials, with a drive to become