Voya Financial Advisor Shreveport

voya; Shreveport (LA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Turnkey marketing services

Access to existing client base

Technology and systems for client plan

Job summary

Voya Financial Advisors, Inc. seeks a Financial Professional to join the team in the greater Shreveport area to manage plan sponsor relationships in tax-exempt markets and retail. The role includes 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars.

Qualified candidates will prospect, schedule and conduct appointments, and present investment solutions. Qualifications include Series 7/65/66, Life & Health Licenses, and a strong desire to help

Qualifications

• Registered Representative with experience in defined contribution plans (403(b), 457)
• Knowledge of rules around contribution limits, loans, withdrawals, vesting and plan documents
• Ability to prospect, schedule and conduct one-on-one appointments and seminars

Responsibilities

• Enroll 403(b)/457 and manage retirement and investment strategies for clients
• Educate participants and conduct retirement/investment seminars
• Develop plan sponsor relationships and grow the client base

Skills

Territory management

Relationship building

Client education

Retirement planning

Product knowledge

Education

Series 7, 65, 66 licenses

Life & Health Insurance Licenses

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 Shreveport area to work plan sponsor relationships, in tax exempt markets and retail.

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).