Voya Financial Advisor Memphis

voya; Memphis (TN); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

Brand access to Voya

Existing client base

Marketing support

Job summary

Voya Financial Advisors, Inc. in the greater Memphis area is seeking a Financial Professional to join our team to manage plan sponsor relationships and retirement planning discussions.

The role focuses on enrollment, investment strategies, and participant education, with responsibility to prospect, schedule one-on-one meetings, recommend solutions, and present seminars. Strong client service and regulatory knowledge are valued.

Qualifications

• Proven ability to prospect and schedule meetings with plan sponsors and participants.
• Experience recommending investment strategies and educating clients on retirement options.
• Strong knowledge of defined contribution plans (403(b), 457, 401(a)).

Responsibilities

• Enroll participants in retirement plans and educate them on options.
• Develop and deliver retirement seminars and one-on-one sessions.
• Build relationships with plan sponsors and manage territory growth.

Skills

Prospecting

Appointment setting

Relationship building

Investment knowledge

Education

Series 7/65/66 licenses

Tools

Licenses & Certifications

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 Memphis area to work plan sponsor relationships.

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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