Retirement Plans Financial Advisor — Needham

Voya Financial Advisors; Braintree (MA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive base salary + commissions

Work-Life Balance Program

Professional development resources

Job summary

Voya Financial Advisors in Needham area is seeking a Financial Professional to manage plan sponsor relationships in the State and government retirement plan market. You'll handle 403(b)/457 enrollment, retirement investments and participant education, while prospecting and conducting seminars to build a top producing advisory practice.

Qualified candidates have Series 6/63 (7/66 preferred), Life & Health licenses, and a passion for helping clients reach retirement goals through tailored

Qualifications

• Registered Representative with experience working defined contribution plans (403(b), 457) preferred.
• Securities registrations – Series 6 and Series 63 (7 & 66 preferred).
• Life & Health Insurance Licenses.
• Desire to help clients meet financial and retirement goals and to become a top producer.

Responsibilities

• Prospect, schedule and conduct one-on-one appointments.
• Recommend and implement investment strategies and educate participants.
• Research client service issues and investment questions.
• Conduct retirement and investment seminars.

Skills

Prospecting

Appointment scheduling

Relationship building

Client education/seminars

Territory management

Investment knowledge

Tools

Series 6 and Series 63 registrations

Life & Health Insurance Licenses

Job description

Voya Financial Advisors in Needham area is seeking a Financial Professional to manage plan sponsor relationships in the State and government retirement plan market. You'll handle 403(b)/457 enrollment, retirement investments and participant education, while prospecting and conducting seminars to build a top producing advisory practice.

Qualified candidates have Series 6/63 (7/66 preferred), Life & Health licenses, and a passion for helping clients reach retirement goals through tailored