Retirement Plans Financial Professional - Toledo

Voya Financial Advisors; Toledo (OH); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Career variety

Professional development resources

Competitive salaries and benefits

Work-Life Balance Program

Community involvement

Job summary

Voya Financial Advisors in the Toledo, OH area seeks a Financial Professional to help plan sponsors and individuals reach retirement and investment goals. This role offers exposure to a wide range of financial products, a strong support network, and growth opportunities within a trusted national brand.

You will handle 403(b)/457 enrollment, retirement and investment strategies, and deliver educational seminars to clients and prospects.

Qualifications

• Experience with enrollment, retirement and investment strategies for 403(b)/457 plans.
• Proven ability to prospect, schedule and conduct one-on-one appointments.
• Ability to research client service issues and investment questions and conduct retirement seminars.

Responsibilities

• Provide plan sponsor relationships in the greater Toledo area and deliver education and seminars.
• Prospect and meet with clients; recommend investment strategies and manage client portfolios.

Skills

Defined contribution knowledge

Rules/regulations knowledge

Territory management

Business development

Relationship building

Fund knowledge & pricing knowledge

Education

Securities registrations – Series 7, 65 & 66 preferred

Life & Health Insurance Licenses

Job description

Voya Financial Advisors in the Toledo, OH area seeks a Financial Professional to help plan sponsors and individuals reach retirement and investment goals. This role offers exposure to a wide range of financial products, a strong support network, and growth opportunities within a trusted national brand.

You will handle 403(b)/457 enrollment, retirement and investment strategies, and deliver educational seminars to clients and prospects.