Voya Financial Advisor Delaware

voya

Delaware

On-site

USD 70,000 - 110,000

Full time

4 days ago
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Benefits offered by this job

Full access to the Voya brand
Access to existing client base
Turnkey marketing services
Transition assistance

Job summary

Voya Financial Advisors, Inc., a leading independent broker-dealer in defined contribution and defined benefit, seeks a Financial Professional for the greater Wilmington, Delaware area.

The role handles 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. You will prospect, schedule and conduct appointments, recommend strategies, and respond to client questions.

Qualifications

  • Registered Representative with experience in defined contribution plans (403(b), 457).
  • Securities registrations including Series 7, 65 & 66 preferred.
  • Life and Health insurance licenses required or preferred.

Responsibilities

  • Enroll participants in 403(b)/457 programs and explain retirement options.
  • Present retirement and investment strategies to clients and groups.
  • Prospect, schedule and conduct one-on-one appointments and seminars.

Skills

Relationship building
Territory management
Business development
Client education

Education

Series 7
Series 65
Series 66
Life & Health 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 Wilmington Delaware area.

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 documentsTerritory 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).

#Voya #Securities #investment #advisory #Financial #Advisors #stockmarket #budget #wealthbuilding #moneytips #savingmoney #debtfree #success #insuranceagent #finances #financialsuccess #stocks #financialcoach #health #protection #credit #delaware #wilmington #state

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