Retirement Plan Advisor; DC/DB Specialist (Portland)

voya; Portland (OR); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Full access to the Voya brand

Access to existing client base

Turnkey marketing services

Job summary

Voya Financial Advisors®, Inc. in the greater Portland area seeks a Financial Professional to manage plan sponsor relationships, including government, retail and private markets, and to deliver enrollment and participant education.

The role requires prospecting, scheduling and conducting one-on-one appointments, recommending investment strategies and presenting retirement education seminars while building long-term client relationships in the defined contribution space.

Qualifications

• Registered Representative with defined contribution plan experience preferred
• Series 7/65/66 registrations preferred
• Life & Health Insurance licenses
• Strong client service and retirement goals focus

Responsibilities

• Prospect and schedule appointments with plan sponsors
• Recommend and implement investment strategies
• Conduct retirement and investment seminars
• Educate participants on plan features and benefits

Skills

403(b) enrollment

Securities licenses

Relationship building

Seminar delivery

Job description

Voya Financial Advisors®, Inc. in the greater Portland area seeks a Financial Professional to manage plan sponsor relationships, including government, retail and private markets, and to deliver enrollment and participant education.

The role requires prospecting, scheduling and conducting one-on-one appointments, recommending investment strategies and presenting retirement education seminars while building long-term client relationships in the defined contribution space.