Voya Financial Advisor Eugene

voya; Eugene (OR); On-site; USD 60,000 - 110,000; Full time

Job summary

Voya Financial Advisors, Inc. in Eugene seeks a Financial Professional to help plan sponsors with retirement and investment strategies, including 403(b)/457 enrollment and participant education.

Responsibilities include prospecting, scheduling and conducting one-on-one appointments, recommending strategies, researching client questions, and delivering retirement seminars. Licenses and registrations are preferred; strong client relationship skills required.

Qualifications

• Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a)) required.
• Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents.
• Territory management and business development required.
• Relationship building with clients and sponsors essential.
• Fund knowledge and product/pricing knowledge helpful.

Responsibilities

• Prospect and schedule meetings with plan sponsors.
• Conduct one-on-one appointments and recommend investment strategies.
• Educate participants through retirement seminars and workshops.
• Research client questions and service issues to provide timely solutions.

Skills

Defined contribution knowledge

Territory management

Relationship building

Fund knowledge

Product/pricing knowledge

Education

Securities licenses (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 Eugene area to work plan sponsor relationships, including government, retail and private.

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).