Voya Financial Advisor Baltimore

voya; Baltimore (MD); On-site; USD 65,000 - 95,000; Full time

Job summary

Voya Financial Advisors, Inc. in the greater Baltimore area seeks a Financial Professional to manage plan sponsor relationships and lead enrollment for 403(b)/457 and related retirement strategies.

Responsibilities include prospecting, scheduling and conducting one-on-one appointments, recommending investment approaches, and educating participants through seminars and workshops to build a strong client base.

Qualifications

• Experience with defined contribution plans (403(b), 457, 401(a) preferred
• Securities registrations – Series 7, 65 & 66 preferred
• Life & Health Insurance Licenses
• Strong desire to help clients meet retirement goals and become top producers in financial services

Responsibilities

• Enroll 403(b)/457 retirement plans and education seminars.
• Develop and maintain plan sponsor relationships.
• Schedule and conduct one-on-one client meetings to propose investment strategies.
• Research client questions and service issues to provide solutions.

Skills

Prospecting

Appointment setting

Investment strategies

Relationship building

Seminar presentation

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 Baltimore 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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