Voya Financial Advisor Johnson City

voya; Jackson (TN); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

Competitive base salary plus coms

Turnkey marketing services

Technology and systems access

Transition assistance

Job summary

Voya Financial Advisors, Inc. in the Johnson City area is seeking a Financial Professional to support plan sponsor relationships in the higher education market. You will manage 403(b)/457 enrollment, retirement planning, and participant education.

The role requires prospecting, scheduling and conducting one-on-one appointments, recommending investment strategies, and addressing client questions. Seminars participation is also expected to demonstrate expertise.

Qualifications

• Strong understanding of the defined contribution marketplace (403(b), 457, 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 and enroll participants in 403(b)/457 plans and educate on retirement options.
• Develop retirement and investment strategies for plan sponsors and participants.
• Conduct retirement and investment seminars and one-on-one education sessions.
• Prospect new clients, schedule meetings, and build relationships with higher education institutions.

Skills

Territory management

Relationship building

Fund knowledge

Product knowledge

Registered Representative

Education

Series 6/63/65

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 Johnson City area to work plan sponsor relationships in the higher 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 6 and Series 63, 65 (7 & 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
• Competitive base salary plus commissions
• Transition assistance, if applicable

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