Voya Financial Advisor New Orleans

voya; New Orleans (LA); On-site; USD 65,000 - 90,000; Full time

Job summary

Voya Financial Advisors is seeking a Financial Professional to join the greater-New Orleans area team to manage plan sponsor relationships and deliver retirement and investment education. You will enroll 403(b)/457 plans, develop retirement strategies, and educate participants through seminars and one-on-one sessions.

The role requires prospecting, scheduling and conducting appointments, and a drive to help clients meet financial and retirement goals while aiming to become a top producer in the

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 help clients meet financial and retirement goals and become a top producer in Financial Services

Responsibilities

• Enroll clients in 403(b)/457 enrollment and retirement plans; develop investment strategies.
• Prospect, schedule and conduct one-on-one appointments with plan sponsors and participants.
• Recommend and implement investment strategies and respond to client service inquiries.
• Research client investment questions and plan documents; provide retirement and investment seminars.
• Conduct retirement and investment seminars to educate participants.

Skills

Defined contribution knowledge

Territory management

Relationship building

Fund knowledge & pricing knowledge

Securities licenses (Series 7/65/66)

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 New Orleans 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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