Voya Financial Advisor Dallas

voya; Dallas (TX); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Brand access

Existing client base

Marketing support

Technology tools

Job summary

Voya Financial Advisors, Inc. is seeking a Financial Professional in the Dallas area to work plan sponsor relationships in the education market.

The role involves enrollment in 403(b)/457, retirement and investment strategy planning, and delivering participant education and seminars. Qualified candidates will have securities registrations (Series 7/65/66 preferred), Life & Health licenses, and the ability to prospect, schedule, and conduct one-on-one appointments to build a top-producing

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 participants in 403(b)/457 and manage retirement/investment strategies
• Educate participants through seminars and one-on-one sessions
• Prospect, schedule and conduct client appointments
• Research client service issues and investment questions to provide solutions
• Conduct retirement and investment seminars

Skills

Defined contribution

Regulatory knowledge

Territory management

Relationship building

Fund knowledge

Tools

Licenses (Securities)

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 Dallas area to work plan sponsor relationships in the education market.

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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