Voya Financial Advisor Portland

voya; Portland (OR); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Full access to the Voya brand

Access to existing client base

Turnkey marketing services

Job summary

Voya Financial Advisors®, Inc. in the greater Portland area seeks a Financial Professional to manage plan sponsor relationships, including government, retail and private markets, and to deliver enrollment and participant education.

The role requires prospecting, scheduling and conducting one-on-one appointments, recommending investment strategies and presenting retirement education seminars while building long-term client relationships in the defined contribution space.

Qualifications

• Registered Representative with defined contribution plan experience preferred
• Series 7/65/66 registrations preferred
• Life & Health Insurance licenses
• Strong client service and retirement goals focus

Responsibilities

• Prospect and schedule appointments with plan sponsors
• Recommend and implement investment strategies
• Conduct retirement and investment seminars
• Educate participants on plan features and benefits

Skills

403(b) enrollment

Securities licenses

Relationship building

Seminar delivery

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 Portland area to work plan sponsor relationships, including government, retail and private.

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

• Spanish bi-lingual highly desired

• 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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