Retirement & Plan Solutions Advisor

voya; Town of Florida (NY); Remote; USD 60,000 - 100,000; Full time

Benefits offered by this job

Brand support

Existing client base

Turnkey marketing services

Competitive base salary + commissions

Job summary

Voya Financial Advisors, Inc. is seeking a Financial Professional to join our team nationwide to grow our plan retirement and wealth management business.

You will help clients meet retirement goals and provide comprehensive financial planning and education. The role involves acquiring clients, conducting one-on-one appointments, enrolling in 403(b)/457 plans, and delivering retirement and investment seminars.

Qualifications

• Registered Representative with experience in retail wealth management and defined contribution plans
• Series 7, 65 & 66 registrations preferred
• Life & Health Insurance Licenses preferred
• Desire to help clients meet retirement goals and to become a top producer in the Financial Services Industry

Responsibilities

• Acquire new clients and schedule one-on-one appointments
• Provide financial planning and investment guidance
• Enroll participants in 403(b)/457 plans and facilitate enrollment
• Deliver retirement and investment seminars and educate participants

Skills

Prospecting

Relationship building

Financial planning

Seminar delivery

Education

Series 7

Series 65

Series 66

Life & Health Licenses

Job description

Voya Financial Advisors, Inc. is seeking a Financial Professional to join our team nationwide to grow our plan retirement and wealth management business.

You will help clients meet retirement goals and provide comprehensive financial planning and education. The role involves acquiring clients, conducting one-on-one appointments, enrolling in 403(b)/457 plans, and delivering retirement and investment seminars.