Voya Financial Advisor Tallahassee FL

voya; Tallahassee (FL); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Full brand access

Access to existing client base

Wide array of financial products

Technology and systems support

Turnkey marketing services

Competitive base salary plus P Comm

Transition assistance

Job summary

Voya Financial Advisors, Inc. seeks a Financial Professional to join our Tallahassee team, building plan sponsor relationships in state and government retirement markets. The role focuses on enrollment, retirement planning, and participant education.

Qualified candidates will prospect, schedule and conduct one-on-one meetings, recommend investment strategies, and present retirement education sessions to clients and plan sponsors. Strong knowledge of defined contribution plans is essential.

Qualifications

• Series 6 and Series 63 registrations preferred (7 & 66 preferred).
• Life & Health Insurance Licenses.
• Experience with 403(b), 457, and 401(a) defined contribution plans.

Responsibilities

• Enroll participants in 403(b)/457; manage retirement and investment strategies.
• Educate and conduct seminars for plan participants.
• Prospect, schedule and conduct one-on-one appointments with clients.
• Research client service questions and investment inquiries for accurate guidance.

Skills

Territory management

Relationship building

Prospecting

Investment 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 Tallahassee area to work plan sponsor relationships in the State and government retirement plan 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 6 and Series 63 (7 & 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
• Competitive base salary plus commissions
• Transition assistance, if applicable

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