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

voya; Tallahassee (FL); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Full brand access

Access to existing client base

Wide array of financial products

Technology and systems support

Turnkey marketing services

Competitive base salary plus P Comm

Transition assistance

Job summary

Voya Financial Advisors, Inc. seeks a Financial Professional to join our Tallahassee team, building plan sponsor relationships in state and government retirement markets. The role focuses on enrollment, retirement planning, and participant education.

Qualified candidates will prospect, schedule and conduct one-on-one meetings, recommend investment strategies, and present retirement education sessions to clients and plan sponsors. Strong knowledge of defined contribution plans is essential.

Qualifications

• Series 6 and Series 63 registrations preferred (7 & 66 preferred).
• Life & Health Insurance Licenses.
• Experience with 403(b), 457, and 401(a) defined contribution plans.

Responsibilities

• Enroll participants in 403(b)/457; manage retirement and investment strategies.
• Educate and conduct seminars for plan participants.
• Prospect, schedule and conduct one-on-one appointments with clients.
• Research client service questions and investment inquiries for accurate guidance.

Skills

Territory management

Relationship building

Prospecting

Investment knowledge

Job description

Voya Financial Advisors, Inc. seeks a Financial Professional to join our Tallahassee team, building plan sponsor relationships in state and government retirement markets. The role focuses on enrollment, retirement planning, and participant education.

Qualified candidates will prospect, schedule and conduct one-on-one meetings, recommend investment strategies, and present retirement education sessions to clients and plan sponsors. Strong knowledge of defined contribution plans is essential.