Voya Columbus Financial Advisor

voya; Columbus (OH); On-site; USD 55,000 - 90,000; Full time

Job summary

Voya Financial Advisors is seeking a Financial Professional in the greater Columbus area to manage plan sponsor relationships and deliver enrollment, retirement planning, and education services. The role involves scheduling one-on-one appointments, presenting investment strategies, and conducting retirement seminars for plan participants.

Qualified candidates should hold securities registrations (Series 7, 65, 66 preferred) and Life & Health Insurance Licenses, with a strong drive to meet

Qualifications

• 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

Responsibilities

• Enroll plan participants in retirement and investment strategies (403(b)/457)
• Conduct one-on-one appointments and retirement seminars
• Schedule meetings and research client service issues and investment questions
• Prospect new relationships with plan sponsors and maintain existing relationships

Skills

Defined contribution market knowledge

Territory management

Relationship building

Investment knowledge

Client education

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 Columbus area to work plan sponsor relationships.

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).

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