Retirement Planning Advisor (403(b)/457) | Seminars

voya; Eugene (OR); On-site; USD 60,000 - 110,000; Full time

Job summary

Voya Financial Advisors, Inc. in Eugene seeks a Financial Professional to help plan sponsors with retirement and investment strategies, including 403(b)/457 enrollment and participant education.

Responsibilities include prospecting, scheduling and conducting one-on-one appointments, recommending strategies, researching client questions, and delivering retirement seminars. Licenses and registrations are preferred; strong client relationship skills required.

Qualifications

• Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a)) required.
• Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents.
• Territory management and business development required.
• Relationship building with clients and sponsors essential.
• Fund knowledge and product/pricing knowledge helpful.

Responsibilities

• Prospect and schedule meetings with plan sponsors.
• Conduct one-on-one appointments and recommend investment strategies.
• Educate participants through retirement seminars and workshops.
• Research client questions and service issues to provide timely solutions.

Skills

Defined contribution knowledge

Territory management

Relationship building

Fund knowledge

Product/pricing knowledge

Education

Securities licenses (Series 7, 65, 66)

Life & Health Insurance Licenses

Job description

Voya Financial Advisors, Inc. in Eugene seeks a Financial Professional to help plan sponsors with retirement and investment strategies, including 403(b)/457 enrollment and participant education.

Responsibilities include prospecting, scheduling and conducting one-on-one appointments, recommending strategies, researching client questions, and delivering retirement seminars. Licenses and registrations are preferred; strong client relationship skills required.