Voya Financial Advisor Auburn AL

voya; Opelika (AL); On-site; USD 55,000 - 95,000; Full time

Job summary

Voya Financial Advisors in the greater Auburn area seeks a Financial Professional to develop and manage plan sponsor relationships. You will handle 403(b)/457 enrollment, retirement and investment strategies, and provide participant education and seminars.

The role requires prospecting, scheduling and conducting one-on-one appointments, with the ability to present investment strategies and address client questions. Seminars and relationship building are essential to success in this position.

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 to become a top producer in financial services.”

Responsibilities

• Enroll and educate participants on 403(b)/457; retirement and investment strategies.
• Conduct retirement and investment seminars and one-on-one appointments.
• Research client service questions and investment issues; recommend and implement investment strategies.

Skills

Prospecting

Appointment scheduling

Client education

Seminar presentation

Relationship building

Investment knowledge

Education

Securities registrations – Series 7/65/66

Life & Health Insurance Licenses

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 Auburn 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).