Voya Financial Advisor Tampa

voya; Tampa (FL); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Full access to Voya brand

Turnkey marketing services

Existing client base

Job summary

Voya Financial Advisors is seeking a Financial Professional to join the Tampa Bay area team to work sponsor relationships in the education market. The role focuses on 403(b)/457 enrollment, retirement planning, and participant education.

Qualified candidates should be able to prospect, schedule and conduct one-on-one appointments, recommend investment strategies, and present seminars to educate clients. Preferred candidates hold securities registrations (Series 7/65/66), Life & Health licenses,

Qualifications

• Experience prospecting and scheduling client meetings in a retirement/education context.
• Ability to conduct retirement and investment seminars and educate participants.

Responsibilities

• Develop and maintain relationships with plan sponsors in the education market.
• Provide enrollment support for 403(b)/457 and related plans.
• Deliver retirement and investment seminars and educate participants.
• Research client service questions and investment options to assist clients.

Skills

Prospecting

Appointment scheduling

Seminars delivery

Relationship building

Territory management

Product knowledge

Education

Series 7/65/66 licensing

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 Tampa Bay 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

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

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