Voya Financial Advisor Pensacola

voya; Pensacola (FL); On-site; USD 55,000 - 85,000; Full time

Job summary

Voya Financial Advisors® in Pensacola is seeking a Financial Professional to manage plan sponsor relationships and drive enrollment for 403(b)/457 plans. You will conduct retirement and investment education, create personalized strategies, and lead seminars for participants and sponsors.

The role requires a Registered Representative with defined contribution plan experience, Series 7/65/66 (preferred), and Life & Health licenses, with a focus on building client relationships and top-tier service.

Qualifications

• Registered Representative with defined contribution plan experience (403(b), 457, 401(a) preferred).
• Securities registrations - Series 7, 65 & 66 preferred.
• Life & Health Insurance Licenses.
• Motivation 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.
• Educate plan sponsors and participants through retirement and investment seminars.
• Research and resolve client service issues and investment questions.
• Conduct retirement and investment seminars to drive education and engagement.
• Manage territory and develop new business within the greater Pensacola area.

Skills

Registered Rep

Series 7

Series 65

Series 66

Life License

Health License

Territory management

Business development

Relationship building

Plan rules

Fund knowledge

Product 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 greater Pensacola 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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