Retirement Plan Financial Advisor (403(b)/457)

Voya Financial Advisors; Starkville (MS); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary plus commissions

Full access to the Voya brand

Turnkey marketing services

Job summary

A leading financial services firm is seeking a Financial Professional in Starkville to manage plan sponsor relationships and enroll participants in 403(b) and 457 plans. Candidates should have experience with defined contribution plans and relevant securities registrations. This role offers a competitive base salary and the opportunity for commissions. Ideal candidates will possess strong understanding of the defined contribution marketplace, excellent relationship-building skills, and the ability to conduct seminars on retirement and investment strategies.

Qualifications

• Must possess skills to prospect, schedule and conduct one-on-one appointments.
• Should be able to recommend and implement investment strategies.
• Ability to conduct retirement and investment seminars.

Responsibilities

• Responsible for 403(b)/457 enrollment and participant education.
• Work with plan sponsor relationships in the state and government retirement plan market.

Skills

Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a))

Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents

Territory management and business development

Relationship building

Fund knowledge and product/pricing knowledge

Education

Registered Representative with experience working defined contribution plans

Securities registrations – Series 6 and Series 63 (7 & 66 preferred)

Life & Health Insurance Licenses

Job description

A leading financial services firm is seeking a Financial Professional in Starkville to manage plan sponsor relationships and enroll participants in 403(b) and 457 plans. Candidates should have experience with defined contribution plans and relevant securities registrations. This role offers a competitive base salary and the opportunity for commissions. Ideal candidates will possess strong understanding of the defined contribution marketplace, excellent relationship-building skills, and the ability to conduct seminars on retirement and investment strategies.