Retirement Plan Advisor | 403(b)/(457) Specialist

voya

Detroit (MI)

On-site

USD 65,000 - 90,000

Full time

3 days ago
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Job summary

Voya Financial Advisors is seeking a Financial Professional in the greater Detroit area to manage plan sponsor relationships, enrollment in 403(b)/457 programs, and provide retirement and investment guidance. You will prospect, schedule, and conduct one-on-one appointments, and lead retirement education seminars for participants.

Qualified candidates should have registration as a financial professional, experience with defined contribution plans, and securities licenses (Series 7/65/66) plus

Qualifications

  • Strong prospecting and client relationship skills.
  • Ability to schedule and conduct one-on-one appointments.
  • Knowledge of retirement planning and investment concepts.

Responsibilities

  • Enroll participants in 403(b)/457/retirement plans.
  • Develop retirement and investment strategies for clients.
  • Conduct participant education sessions and seminars.

Skills

Prospecting
Appointment setting
One-on-One Meetings
Retirement education
Seminars

Job description

Voya Financial Advisors is seeking a Financial Professional in the greater Detroit area to manage plan sponsor relationships, enrollment in 403(b)/457 programs, and provide retirement and investment guidance. You will prospect, schedule, and conduct one-on-one appointments, and lead retirement education seminars for participants.

Qualified candidates should have registration as a financial professional, experience with defined contribution plans, and securities licenses (Series 7/65/66) plus

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