Retirement Plan Financial Advisor – Education Market

Voya Financial Advisors; Minneapolis (MN); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Access to existing client base

Technology and systems to manage clients' financial information

Turnkey marketing services

Transition assistance if applicable

Competitive base salary + commissions

Job summary

A leading financial services firm in Minneapolis is seeking a Financial Professional to manage plan sponsor relationships in the education market. The ideal candidate will be responsible for enrollment and providing retirement and investment strategies. Qualified candidates should have strong knowledge of defined contribution plans and relationship management skills. Competitive salary with commissions is offered.

Qualifications

• Registered Representative with experience in defined contribution plans preferred.
• Securities registrations – Series 7, 65 & 66 preferred.
• Life & Health Insurance Licenses required.

Responsibilities

• Responsible for 403(b)/457 enrollment and retirement strategies.
• Conduct one-on-one appointments and seminars.
• Research client service issues and investment questions.

Skills

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

Relationship building

Territory management and business development

Fund knowledge and product/pricing knowledge

Job description

A leading financial services firm in Minneapolis is seeking a Financial Professional to manage plan sponsor relationships in the education market. The ideal candidate will be responsible for enrollment and providing retirement and investment strategies. Qualified candidates should have strong knowledge of defined contribution plans and relationship management skills. Competitive salary with commissions is offered.