Retirement Plan Advisor & Enrollment Specialist

voya; Providence (RI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Voya brand access

Client base access

Product range

Tech systems access

Marketing services

Transition assistance

Job summary

Voya Financial Advisors, Inc. seeks a Financial Professional to join the Warwick, RI area team. You will focus on plan sponsor enrollment (403(b)/457), retirement and investment strategies, and participant education.

You will prospect, schedule and conduct appointments, recommend strategies, and lead retirement seminars. Qualified candidates will have securities registrations (Series 6/63, RI life/health) and experience with defined contribution plans, with a goal to become a top producer in

Qualifications

• Registered Representative with experience working defined contribution plans (403(b), 457, 401(a) preferred).
• Securities registrations – Series 6/63 and Rhode Island life and health.
• Desire to help clients meet financial and retirement goals and become a top producer.

Responsibilities

• Enroll 403(b)/457 plans and manage plan sponsor relationships.
• Prospect, schedule and conduct one-on-one appointments.
• Recommend investment strategies and resolve client service issues.
• Conduct retirement and investment seminars for clients.

Skills

Territory management

Business development

Relationship building

Fund knowledge

Pricing knowledge

Tools

Series 6/63

Rhode Island Life & Health

Job description

Voya Financial Advisors, Inc. seeks a Financial Professional to join the Warwick, RI area team. You will focus on plan sponsor enrollment (403(b)/457), retirement and investment strategies, and participant education.

You will prospect, schedule and conduct appointments, recommend strategies, and lead retirement seminars. Qualified candidates will have securities registrations (Series 6/63, RI life/health) and experience with defined contribution plans, with a goal to become a top producer in