Retirement Planning Advisor (403(b)/457) & Client Education

Voya Financial Advisors; Memphis (TN); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Professional development resources

Competitive salaries

Work-Life Balance Program

Full access to the Voya brand

Turnkey marketing services

Job summary

A leading financial services firm in Memphis is seeking a Financial Professional to manage plan sponsor relationships. This role involves 403(b) and 457 enrollment, retirement strategies, and participant education. Candidates should have a solid understanding of defined contribution plans and related regulations. This position offers access to a wide array of financial products and resources to help ensure success.

Qualifications

• Desire to assist clients meet their financial and retirement goals.
• Ability to conduct retirement and investment seminars.
• Qualified candidates must possess skills to prospect, schedule and conduct appointments.

Responsibilities

• Responsible for 403(b)/457 enrollment, retirement and investment strategies.
• Manage plan sponsor relationships in the Memphis area.
• Research client service issues and investment questions.

Skills

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

Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents

Territory management and business development

Relationship building

Fund knowledge and product/pricing knowledge

Education

Registered Representative with experience working defined contribution plans

Securities registrations – Series 7, 65 & 66

Life & Health Insurance Licenses

Job description

A leading financial services firm in Memphis is seeking a Financial Professional to manage plan sponsor relationships. This role involves 403(b) and 457 enrollment, retirement strategies, and participant education. Candidates should have a solid understanding of defined contribution plans and related regulations. This position offers access to a wide array of financial products and resources to help ensure success.