Voya Financial Advisors Dayton

voya; Dayton (OH); On-site; USD 60,000 - 85,000; Full time

Job summary

Voya Financial Advisors, Inc. in Dayton, OH is seeking a Financial Professional to manage plan sponsor relationships in the education market. The role involves enrollment in 403(b)/457, retirement and investment strategy recommendation, and delivering participant education and seminars.

Qualified candidates should hold Series 6 and Series 63 registrations, Life & Health Insurance licenses, and have a drive to become a top producer in the financial services industry.

Qualifications

• Experience with defined contribution plans (403(b), 457) and 401(a) preferred.
• Securities registrations: Series 6 and Series 63 (Series 66/7 preferred).
• Life and Health Insurance licenses.
• Desire to help clients meet financial and retirement goals and to become a top producer in Financial Services.

Responsibilities

• Enroll participants in 403(b)/457 plans and advise on retirement options.
• Develop retirement and investment strategies and provide participant education and seminars.
• Prospect, schedule, and conduct one-on-one client appointments; research client service issues and investment questions.
• Conduct retirement and investment seminars for plan sponsors and participants.

Skills

Prospecting

Appointment scheduling

Seminars

Relationship building

Territory management

Product knowledge

Education

Series 6 license

Series 63 license

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 Dayton 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 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

• Transition assistance, if applicable

• Competitive base salary + commissions

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