Voya Austin Financial Advisors

voya; Austin (TX); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Access to existing client base

Turnkey marketing services

Brand access

Job summary

Voya Financial Advisors, Inc. in the greater Austin area seeks a Financial Professional to manage plan sponsor relationships in tax-exempt markets and retail. You will handle 403(b)/457 enrollment, retirement counseling, and participant education, with the goal of becoming a top producer in financial services.

Strong sales and education skills are essential. The role involves prospecting, scheduling and conducting appointments, delivering investment strategies, and presenting seminars to

Qualifications

• Experience with 403(b), 457, and 401(a) defined contribution plans.
• Registered Representative with securities registrations preferred.
• Life and health insurance licenses required.
• Proven ability to prospect, schedule, and conduct appointments.

Responsibilities

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

Skills

Territory management

Relationship building

Business development

Fund knowledge

Plan document knowledge

Series 7/65/66

Life licenses

Health licenses

DC marketplace

Job description

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 greater Austin area to work plan sponsor relationships, in tax exempt markets and retail.

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 7, 65 & 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


• Transition assistance, if applicable

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