Retirement Planning Advisor: Futures & Educate Clients

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

Benefits offered by this job

Professional development resources

Competitive salaries

Work-Life Balance Program

Turnkey marketing services

Job summary

A leading independent broker-dealer in Shreveport is seeking a Financial Professional to manage plan sponsor relationships and assist clients with retirement strategies. Ideal candidates should have experience with 403(b) and 457 plans and must possess relevant securities licenses. The role offers access to existing clients and a range of financial products to support success in the financial services industry.

Qualifications

• Candidates must possess the skills necessary to prospect and schedule appointments.
• Ability to conduct retirement and investment seminars.
• Desire to assist clients meet financial and retirement goals.

Responsibilities

• Responsible for 403(b)/457 enrollment and retirement strategies.
• Work on plan sponsor relationships in tax exempt markets.
• Research client service issues and investment questions.

Skills

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

Territory management and business development

Relationship building

Fund knowledge and product/pricing knowledge

Education

Registered Representative with experience working defined contribution plans

Securities registrations – Series 7, 65 & 66

Life & Health Insurance Licenses

Job description

A leading independent broker-dealer in Shreveport is seeking a Financial Professional to manage plan sponsor relationships and assist clients with retirement strategies. Ideal candidates should have experience with 403(b) and 457 plans and must possess relevant securities licenses. The role offers access to existing clients and a range of financial products to support success in the financial services industry.