Retirement Plans Advisor: Educate, Counsel & Grow Clients

Voya Financial Advisors; Houston (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Professional development resources

Work-life balance program

Access to existing client base

Full access to Voya brand

Turnkey marketing services

Job summary

A leading financial services company is seeking an Account Representative in Houston to work with plan sponsors in the tax-exempt markets. The role involves 403(b)/457 enrollment and education, individual counseling appointments, and conducting retirement seminars. Candidates should be registered representatives with experience in defined contribution plans and have a strong sales background in financial services. This position offers resources to ensure success, including access to clients, financial products, and marketing support.

Qualifications

• Registered Representative with experience in defined contribution plans (403(b), 457, 401(a)).
• 3-5 years of proven sales track record in financial services preferred.
• Desire to assist clients in achieving financial and retirement goals.

Responsibilities

• Conduct 403(b)/457 enrollment and education for plan sponsors.
• Schedule and conduct one-on-one retirement counseling appointments.
• Host retirement and investment seminars.

Skills

Prospecting

Scheduling appointments

Conducting retirement seminars

Relationship building

Territory management

Education

Life & Health Insurance Licenses

Job description

A leading financial services company is seeking an Account Representative in Houston to work with plan sponsors in the tax-exempt markets. The role involves 403(b)/457 enrollment and education, individual counseling appointments, and conducting retirement seminars. Candidates should be registered representatives with experience in defined contribution plans and have a strong sales background in financial services. This position offers resources to ensure success, including access to clients, financial products, and marketing support.