Voya Detroit Financial Advisor

voya; Detroit (MI); On-site; USD 65,000 - 90,000; Full time

Job summary

Voya Financial Advisors is seeking a Financial Professional in the greater Detroit area to manage plan sponsor relationships, enrollment in 403(b)/457 programs, and provide retirement and investment guidance. You will prospect, schedule, and conduct one-on-one appointments, and lead retirement education seminars for participants.

Qualified candidates should have registration as a financial professional, experience with defined contribution plans, and securities licenses (Series 7/65/66) plus

Qualifications

• Strong prospecting and client relationship skills.
• Ability to schedule and conduct one-on-one appointments.
• Knowledge of retirement planning and investment concepts.

Responsibilities

• Enroll participants in 403(b)/457/retirement plans.
• Develop retirement and investment strategies for clients.
• Conduct participant education sessions and seminars.

Skills

Prospecting

Appointment setting

One-on-One Meetings

Retirement education

Seminars

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 Detroit 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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