Retirement Plan Advisor – 403(b)/457 Specialist

voya; Fairfax (VA); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Brand access

Client base access

Turnkey marketing services

Transition assistance

Job summary

Voya Financial Advisors Inc. is seeking a Financial Professional to join our team in the greater Frederick, MD area to work plan sponsor relationships and provide retirement and investment guidance. This role focuses on 403(b)/457 enrollment, retirement strategies, and participant education.

Candidates should be able to prospect, schedule and conduct appointments, recommend investment strategies, and research client service issues. Prior securities licenses are preferred.

Qualifications

• Registered representative with defined contribution plan experience preferred.
• Securities registrations – Series 7, 65 & 66 preferred.
• Life & Health Insurance Licenses required or to be obtained.
• Desire to help clients meet retirement goals and become a top producer.

Responsibilities

• Enroll 403(b)/457 plans and manage retirement and investment strategies.
• Educate participants and conduct retirement/investment seminars.
• Prospect, schedule and conduct one-on-one appointments.
• Research client service issues and respond to investment questions.

Skills

Defined contribution marketplace

Territory management

Relationship building

Fund knowledge

Education

Series 7/65/66 licenses

Life & Health Insurance Licenses

Job description

Voya Financial Advisors Inc. is seeking a Financial Professional to join our team in the greater Frederick, MD area to work plan sponsor relationships and provide retirement and investment guidance. This role focuses on 403(b)/457 enrollment, retirement strategies, and participant education.

Candidates should be able to prospect, schedule and conduct appointments, recommend investment strategies, and research client service issues. Prior securities licenses are preferred.