Voya Financial Advisor

voya; Kentucky; Remote; USD 60,000 - 100,000; Full time

Benefits offered by this job

Competitive base salary

Commissions

Access to client base

Turnkey marketing services

Job summary

Voya Financial Advisors, Inc. is seeking a Financial Professional to join our nationwide team to support plan sponsors and retail wealth management. You will acquire clients, provide financial planning, enroll 403(b)/457, and educate participants through seminars.

Qualifications include Series 7/65/66 (preferred), Life & Health Licenses, and strong defined contribution knowledge. Base salary + commissions offered with access to Voya’s resources and client base.

Qualifications

• Registered Representative with experience in retail wealth management and defined contribution plans.
• Licenses: Life & Health Insurance; securities registrations (Series 7/65/66) preferred.
• Desire to help clients reach financial and retirement goals and to become a top producer.

Responsibilities

• Prospect and schedule appointments; conduct one-on-one client meetings.
• Recommend and implement investment strategies; research client service questions.
• Teach retirement and investment seminars to participants.

Skills

Territory management

Business development

Relationship building

Product/pricing knowledge

Defined contribution knowledge

Education

Life & Health Insurance Licenses

Tools

Series 7

Series 65

Series 66

Registered Representative

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 nationwide to work plan retail wealth management and plan sponsor business.

This position will be responsible for client acquisition, financial planning, 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 retail wealth management, 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
• Competitive base salary + commissions

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