Retirement Planning Advisor - 403(b)/457 Specialist

Voya Financial Advisors; Dallas (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salaries and superior benefits

Professional development resources

Access to existing client base

Marketing services

Transition assistance

Job summary

A leading financial services organization is seeking a Financial Professional in Dallas to manage relationships with plan sponsors within the education market. The role involves organizing enrollment for various retirement plans and educating clients on investment strategies. Ideal candidates have experience with defined contribution plans and relevant securities registrations. The position offers significant resources and support to facilitate success in the financial services industry.

Qualifications

• Candidates must possess skills to prospect, schedule and conduct appointments.
• Ability to conduct retirement and investment seminars.
• Desire to meet clients' financial goals while becoming a top producer.

Responsibilities

• Handle 403(b)/457 enrollment, retirement and investment strategies.
• Educate participants through seminars.
• Research client service issues and investment questions.

Skills

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

Relationship building

Territory management and business development

Fund and product knowledge

Education

Registered Representative with experience in defined contribution plans

Securities registrations – Series 7, 65 & 66

Life & Health Insurance Licenses

Job description

A leading financial services organization is seeking a Financial Professional in Dallas to manage relationships with plan sponsors within the education market. The role involves organizing enrollment for various retirement plans and educating clients on investment strategies. Ideal candidates have experience with defined contribution plans and relevant securities registrations. The position offers significant resources and support to facilitate success in the financial services industry.