Voya Financial Advisor San Antonio

voya; San Antonio (TX); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Full access to the Voya brand

Access to existing client base

Wide array of financial products

Technology and systems access

Turnkey marketing services

Transition assistance

Competitive base salary + commissions

Job summary

Voya Financial Advisors, Inc. seeks a Financial Professional to join our San Antonio area team, focusing on plan sponsor relationships in the education market. The role handles 403(b)/457 enrollments, retirement/investment strategies, and participant education and seminars.

Qualified candidates should have Series 7/65/66 and Life/Health licenses, with strong prospecting, appointment setting, and seminar delivery skills. Base salary plus commissions is offered.

Qualifications

• Experience with defined contribution plans (403(b), 457, 401(a) preferred).
• Series 7, 65 & 66 registrations preferred.
• Life and health insurance licenses required or preferred.

Responsibilities

• Enroll 403(b)/457 enrollments and manage retirement/investment strategies.
• Conduct retirement and investment seminars for participants.
• Prospect, schedule and conduct one-on-one appointments, and address client service questions.
• Research client service issues and investment questions to provide solutions.
• Develop and implement retirement and investment strategies for plan sponsors.

Skills

Defined contribution market

Regulatory knowledge

Territory management

Relationship building

Fund knowledge

Education

Securities licenses training

Life & health insurance licenses

Registered Representative experience

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 San Antonio area to work plan sponsor relationships in the 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 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
• Competitive base salary + commissions

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