Voya Financial Advisor Hartford CT

voya; Windsor (CT); On-site; USD 70,000 - 110,000; Full time

Job summary

Voya Financial Advisors in Hartford seeks a Financial Professional to build plan sponsor relationships in the education market, focusing on 403(b)/457 enrollment and retirement strategy.

You will conduct retirement and investment seminars, educate participants, and develop new business by prospecting, scheduling, and delivering personalized investment plans aligned with clients' goals.

Qualifications

• Registered Representative with experience in defined contribution plans (403(b), 457, and 401(a) preferred).
• Securities registrations – Series 7, 65 & 66 preferred.
• Life & Health Insurance Licenses.
• Desire to help clients reach financial and retirement goals with a top-producer mindset.

Responsibilities

• Enroll plan participants in 403(b)/457 programs and discuss retirement options.
• Develop and present retirement and investment seminars to clients.
• Prospect, schedule, and conduct one-on-one appointments and follow up on inquiries.
• Research client service issues and provide investment recommendations.
• Manage relationships with plan sponsors and educate on product features.

Skills

Defined contribution market expertise

Regulations knowledge

Territory management

Relationship building

Fund knowledge/pricing knowledge

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 Hartford 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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