Retirement Plan Advisor: 403(b)/457 Expert

voya; Memphis (TN); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

Brand access to Voya

Existing client base

Marketing support

Job summary

Voya Financial Advisors, Inc. in the greater Memphis area is seeking a Financial Professional to join our team to manage plan sponsor relationships and retirement planning discussions.

The role focuses on enrollment, investment strategies, and participant education, with responsibility to prospect, schedule one-on-one meetings, recommend solutions, and present seminars. Strong client service and regulatory knowledge are valued.

Qualifications

• Proven ability to prospect and schedule meetings with plan sponsors and participants.
• Experience recommending investment strategies and educating clients on retirement options.
• Strong knowledge of defined contribution plans (403(b), 457, 401(a)).

Responsibilities

• Enroll participants in retirement plans and educate them on options.
• Develop and deliver retirement seminars and one-on-one sessions.
• Build relationships with plan sponsors and manage territory growth.

Skills

Prospecting

Appointment setting

Relationship building

Investment knowledge

Education

Series 7/65/66 licenses

Tools

Licenses & Certifications

Job description

Voya Financial Advisors, Inc. in the greater Memphis area is seeking a Financial Professional to join our team to manage plan sponsor relationships and retirement planning discussions.

The role focuses on enrollment, investment strategies, and participant education, with responsibility to prospect, schedule one-on-one meetings, recommend solutions, and present seminars. Strong client service and regulatory knowledge are valued.