Retirement Plans Specialist

Voya Financial Advisors; Raleigh (NC); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Professional development resources

Competitive salaries

Work-Life Balance Program

Access to existing client base

Job summary

A leading financial services firm in Raleigh, NC is seeking a Financial Professional to build relationships with plan sponsors in tax-exempt markets. The role includes conducting seminars, providing retirement strategies, and offering participant education. Ideal candidates will be Registered Representatives with a solid understanding of 403(b)/457 plans and a desire to help clients achieve financial goals. Voya Financial Advisors offers extensive tools and resources to support your success.

Qualifications

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

Responsibilities

• Conduct 403(b)/457 enrollment and participant education seminars.
• Prospect, schedule and conduct one-on-one appointments.

Skills

Strong understanding of the defined contribution marketplace

Relationship building

Fund knowledge and product/pricing knowledge

Education

Registered Representative

Securities registrations – Series 7, 65 & 66

Life & Health Insurance Licenses

Job description

A leading financial services firm in Raleigh, NC is seeking a Financial Professional to build relationships with plan sponsors in tax-exempt markets. The role includes conducting seminars, providing retirement strategies, and offering participant education. Ideal candidates will be Registered Representatives with a solid understanding of 403(b)/457 plans and a desire to help clients achieve financial goals. Voya Financial Advisors offers extensive tools and resources to support your success.