Retirement Plan Advisor - 403(b)/457 & Seminars (Baltimore)

voya; Baltimore (MD); On-site; USD 65,000 - 95,000; Full time

Job summary

Voya Financial Advisors, Inc. in the greater Baltimore area seeks a Financial Professional to manage plan sponsor relationships and lead enrollment for 403(b)/457 and related retirement strategies.

Responsibilities include prospecting, scheduling and conducting one-on-one appointments, recommending investment approaches, and educating participants through seminars and workshops to build a strong client base.

Qualifications

• Experience with defined contribution plans (403(b), 457, 401(a) preferred
• Securities registrations – Series 7, 65 & 66 preferred
• Life & Health Insurance Licenses
• Strong desire to help clients meet retirement goals and become top producers in financial services

Responsibilities

• Enroll 403(b)/457 retirement plans and education seminars.
• Develop and maintain plan sponsor relationships.
• Schedule and conduct one-on-one client meetings to propose investment strategies.
• Research client questions and service issues to provide solutions.

Skills

Prospecting

Appointment setting

Investment strategies

Relationship building

Seminar presentation

Job description

Voya Financial Advisors, Inc. in the greater Baltimore area seeks a Financial Professional to manage plan sponsor relationships and lead enrollment for 403(b)/457 and related retirement strategies.

Responsibilities include prospecting, scheduling and conducting one-on-one appointments, recommending investment approaches, and educating participants through seminars and workshops to build a strong client base.