Retirement Planning Advisor – Defined Contribution Expert

voya; Pensacola (FL); On-site; USD 55,000 - 85,000; Full time

Job summary

Voya Financial Advisors® in Pensacola is seeking a Financial Professional to manage plan sponsor relationships and drive enrollment for 403(b)/457 plans. You will conduct retirement and investment education, create personalized strategies, and lead seminars for participants and sponsors.

The role requires a Registered Representative with defined contribution plan experience, Series 7/65/66 (preferred), and Life & Health licenses, with a focus on building client relationships and top-tier service.

Qualifications

• Registered Representative with defined contribution plan experience (403(b), 457, 401(a) preferred).
• Securities registrations - Series 7, 65 & 66 preferred.
• Life & Health Insurance Licenses.
• Motivation to help clients meet retirement goals and become a top producer.

Responsibilities

• Prospect, schedule, and conduct one-on-one appointments; recommend and implement investment strategies.
• Educate plan sponsors and participants through retirement and investment seminars.
• Research and resolve client service issues and investment questions.
• Conduct retirement and investment seminars to drive education and engagement.
• Manage territory and develop new business within the greater Pensacola area.

Skills

Registered Rep

Series 7

Series 65

Series 66

Life License

Health License

Territory management

Business development

Relationship building

Plan rules

Fund knowledge

Product knowledge

Job description

Voya Financial Advisors® in Pensacola is seeking a Financial Professional to manage plan sponsor relationships and drive enrollment for 403(b)/457 plans. You will conduct retirement and investment education, create personalized strategies, and lead seminars for participants and sponsors.

The role requires a Registered Representative with defined contribution plan experience, Series 7/65/66 (preferred), and Life & Health licenses, with a focus on building client relationships and top-tier service.