Voya

Voya Financial Advisors

Braintree (MA)

On-site

USD 70,000 - 110,000

Full time

14 days+
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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

As an industry leader and advocate for greater retirement readiness, Voya Financial is committed to delivering on its vision to be America’s Retirement Company™ and its mission to make a secure financial future possible — one person, one family, one institution at a time.
As a Voya Financial employee, you'll enjoy:

  • A wide variety of career fields
  • Professional development to help advance your career through continuous learning resources such as the U.S. Learning Center and Career Development Resources
  • Competitive salaries and superior benefits, including a Work-Life Balance Program
  • Association with an organization that has a reputation as a dedicated corporate citizen with a demonstrated commitment to the local community
  • The opportunity to work with some of the most talented people in your field, in an informal environment.
  • Working in an organization with a track record of financial strength, continued growth, and unlimited future potential!

Current job opportunities are posted here as they become available.

Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Needham area to work plan sponsor relationships in the State and government retirement plan market.

This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one appointments, recommend and implement investment strategies, and research client service issues and investment questions. Additionally, candidate must have ability to conduct retirement and investment seminars.

To be eligible for the Financial Professional role, candidates must possess the following qualifications:

  • Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred.
  • Securities registrations – Series 6 and Series 63 (7 & 66 preferred)
  • Life & Health Insurance Licenses
  • Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry

Qualified candidates are expected to have the following skills:

  • Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a))
  • Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents
  • Territory management and business development
  • Relationship building
  • Fund knowledge and product/pricing knowledge
At Voya Financial Advisors®, we provide the tools and resources necessary that will help set you up for success – including:
  • Full access to the Voya brand
  • Access to existing client base
  • Wide array of financial products
  • Technology and systems to enable you to efficiently manage your clients’ financial information and plans
  • Turnkey marketing services
  • Competitive base salary plus commissions
  • Transition assistance, if applicable

Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).

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