Retirement Planning Advisor

Voya Financial Advisors; Jackson (TN); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Competitive base salary plus commissions

Access to a wide array of financial products

Technology and systems to manage client information

Job summary

A leading financial services firm is seeking a Financial Professional in Tennessee to manage retirement plan enrollments and build relationships with plan sponsors. This role involves conducting seminars and advising clients on financial strategies. Candidates should have relevant securities registrations and a strong understanding of defined contribution plans. The position offers competitive salary plus commissions, and support for achieving financial goals.

Qualifications

• Experience working with defined contribution plans (403(b), 457, 401(a)).
• Desire to assist clients meet their financial and retirement goals.
• Strong understanding of the defined contribution marketplace.

Responsibilities

• Manage 403(b)/457 enrollment and conduct retirement and investment seminars.
• Build and maintain plan sponsor relationships.
• Research client service issues and investment questions.

Skills

Prospecting

Conducting one-on-one appointments

Investment strategies recommendation

Conducting retirement and investment seminars

Education

Registered Representative experience

Securities registrations – Series 6, 63, 65 (7 & 66 preferred)

Life & Health Insurance Licenses

Job description

A leading financial services firm is seeking a Financial Professional in Tennessee to manage retirement plan enrollments and build relationships with plan sponsors. This role involves conducting seminars and advising clients on financial strategies. Candidates should have relevant securities registrations and a strong understanding of defined contribution plans. The position offers competitive salary plus commissions, and support for achieving financial goals.