Retirement Plan & Investment Advisor (403(b)/457)

voya; Opelika (AL); On-site; USD 55,000 - 95,000; Full time

Job summary

Voya Financial Advisors in the greater Auburn area seeks a Financial Professional to develop and manage plan sponsor relationships. You will handle 403(b)/457 enrollment, retirement and investment strategies, and provide participant education and seminars.

The role requires prospecting, scheduling and conducting one-on-one appointments, with the ability to present investment strategies and address client questions. Seminars and relationship building are essential to success in this position.

Qualifications

• Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred.
• Securities registrations – Series 7, 65 & 66 preferred.
• Life & Health Insurance Licenses.
• Desire to assist clients meet their financial and retirement goals and to become a top producer in financial services.”

Responsibilities

• Enroll and educate participants on 403(b)/457; retirement and investment strategies.
• Conduct retirement and investment seminars and one-on-one appointments.
• Research client service questions and investment issues; recommend and implement investment strategies.

Skills

Prospecting

Appointment scheduling

Client education

Seminar presentation

Relationship building

Investment knowledge

Education

Securities registrations – Series 7/65/66

Life & Health Insurance Licenses

Job description

Voya Financial Advisors in the greater Auburn area seeks a Financial Professional to develop and manage plan sponsor relationships. You will handle 403(b)/457 enrollment, retirement and investment strategies, and provide participant education and seminars.

The role requires prospecting, scheduling and conducting one-on-one appointments, with the ability to present investment strategies and address client questions. Seminars and relationship building are essential to success in this position.