Retirement Planning Advisor - 403(b)/457 Specialist

Voya Financial Advisors; Columbus (OH); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Professional development resources

Competitive salaries and benefits

Access to existing client base

Turnkey marketing services

Job summary

A leading financial services provider in Columbus, Ohio, is seeking a Financial Professional to manage plan sponsor relationships. The role involves conducting 403(b)/457 enrollments, seminars, and implementing investment strategies. Qualified candidates should have experience with defined contribution plans and hold relevant licenses. This position offers access to a strong client base and various financial products, supported by marketing services and transition assistance.

Qualifications

• Registered Representative with experience in defined contribution plans preferred.
• Securities registrations – Series 7, 65 & 66 preferred.
• Life & Health Insurance Licenses.

Responsibilities

• Responsible for 403(b)/457 enrollment and retirement education.
• Conduct retirement and investment seminars.
• Prospect and schedule one-on-one appointments.

Skills

Strong understanding of the defined contribution marketplace

Relationship building

Territory management and business development

Fund knowledge and product/pricing knowledge

Job description

A leading financial services provider in Columbus, Ohio, is seeking a Financial Professional to manage plan sponsor relationships. The role involves conducting 403(b)/457 enrollments, seminars, and implementing investment strategies. Qualified candidates should have experience with defined contribution plans and hold relevant licenses. This position offers access to a strong client base and various financial products, supported by marketing services and transition assistance.