Retirement Plan Advisor | 403(b)/457 Specialist

voya; Miami (FL); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Access to existing client base

Turnkey marketing services

Transition assistance

Job summary

Voya Financial Advisors in the greater Miami area seeks a Financial Professional to build plan sponsor relationships and educate participants on retirement and investment strategies. The role focuses on enrollment, client education, and delivering seminars for plan participants.

Qualified candidates will bring experience with defined contribution plans, securities licenses, and life/health insurance licenses, with a goal of becoming a top producer in financial services.

Qualifications

• Prospecting and scheduling appointments with plan sponsors.
• Ability to conduct retirement and investment seminars for employees and individuals.
• Knowledge of defined contribution plans and related plan documents.

Responsibilities

• Enroll 403(b)/457 plans and educate participants.
• Recommend and implement investment strategies for clients.
• Schedule and conduct one-on-one appointments and seminars.
• Research client questions and resolve service issues.

Skills

Prospecting

Appointment scheduling

Presentation

Relationship building

Territory management

Investment product knowledge

Education

Series 7/65/66 registrations

Life & Health Insurance Licenses

Job description

Voya Financial Advisors in the greater Miami area seeks a Financial Professional to build plan sponsor relationships and educate participants on retirement and investment strategies. The role focuses on enrollment, client education, and delivering seminars for plan participants.

Qualified candidates will bring experience with defined contribution plans, securities licenses, and life/health insurance licenses, with a goal of becoming a top producer in financial services.