Voya Financial Advisor Houston

voya; Houston (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary + commissions

Job summary

Voya Financial Advisors, Inc. seeks a Financial Professional to join our Houston team, focusing on plan sponsor relationships in the education market.

You will manage 403(b)/457 enrollment, retirement and investment strategies, and provide participant education and seminars. Qualified candidates will prospect, schedule and conduct one-on-one appointments, recommend investment strategies, and research client service questions.

Qualifications

• Registered representative with experience in defined contribution plans (403(b), 457, 401(a).
• Securities registrations (Series 7, 65 & 66) preferred.
• Life & Health Insurance licenses.
• Desire to help clients meet retirement goals and become a top producer.

Responsibilities

• Prospect, schedule and conduct one-on-one appointments.
• Recommend and implement investment strategies.
• Research client service issues and investment questions.
• Conduct retirement and investment seminars.

Skills

Territory management

Business development

Relationship building

Fund knowledge

Pricing knowledge

Tools

Series 7

Series 65

Series 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 Houston 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
• Competitive base salary + commissions

Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).