Retirement Plan Specialist | 403(b)/457 Advisor - El Paso

voya

El Paso (TX)

On-site

USD 60,000 - 90,000

Full time

4 days ago
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Job summary

Voya Financial Advisors, Inc. seeks a Financial Professional in the greater El Paso area to work with plan sponsor relationships in tax-exempt markets and retail.

Responsibilities include managing 403(b)/457 enrollment, developing retirement and investment strategies, and educating participants through seminars. Candidates should be able to prospect, schedule and conduct one-on-one appointments, recommend investment strategies, and research client service issues.

Qualifications

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

Responsibilities

  • Manage plan sponsor relationships in the El Paso area.
  • Oversee 403(b)/457 enrollment, retirement and investment strategies.
  • Conduct retirement seminars and participant education sessions.

Skills

Defined contribution marketplace
Territory management
Relationship building
Investment strategies
Public speaking

Education

Series 7
Series 65
Series 66
Life & Health Licenses

Job description

Voya Financial Advisors, Inc. seeks a Financial Professional in the greater El Paso area to work with plan sponsor relationships in tax-exempt markets and retail.

Responsibilities include managing 403(b)/457 enrollment, developing retirement and investment strategies, and educating participants through seminars. Candidates should be able to prospect, schedule and conduct one-on-one appointments, recommend investment strategies, and research client service issues.

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