Retirement Planning Advisor (Education Market)

Voya Financial Advisors; Windsor (CT); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Professional development resources

Competitive salaries and superior benefits

Flexible work environment

Job summary

A leading financial services firm in Windsor, Connecticut seeks a Financial Professional to enhance plan sponsor relationships in the education market. The ideal candidate will excel in conducting 403(b)/457 enrollment and educating participants on investment strategies. Required qualifications include relevant securities registrations and the ability to assist clients in achieving their financial goals. This role offers a competitive salary and a supportive environment for career growth.

Qualifications

• Registered Representative with experience working defined contribution plans.
• Desire to assist clients meet their financial and retirement goals.

Responsibilities

• Responsible for 403(b)/457 enrollment, retirement and investment strategies.
• Conduct retirement and investment seminars.

Skills

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

Territory management and business development

Relationship building

Knowledge of rules/regulations around contributions

Education

Securities registrations – Series 7, 65 & 66 preferred

Life & Health Insurance Licenses

Job description

A leading financial services firm in Windsor, Connecticut seeks a Financial Professional to enhance plan sponsor relationships in the education market. The ideal candidate will excel in conducting 403(b)/457 enrollment and educating participants on investment strategies. Required qualifications include relevant securities registrations and the ability to assist clients in achieving their financial goals. This role offers a competitive salary and a supportive environment for career growth.