Voya Financial Advisors Dayton

Voya Financial Advisors; Dayton (OH); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salaries

Professional development

Transition assistance

Turnkey marketing services

Job summary

A financial services firm located in Dayton is seeking a Financial Professional to manage plan sponsor relationships in the education market. Responsibilities include conducting enrollment for retirement plans, advising on investment strategies, and leading client education seminars. Ideal candidates are Registered Representatives with experience in defined contribution plans and hold necessary securities licenses. The firm offers a competitive base salary with commission potential and access to an established client base.

Qualifications

• Registered Representative with experience in defined contribution plans preferred.
• Desire to assist clients in achieving financial and retirement goals.
• Life and health insurance licenses are desirable.
• A track record in meeting client retirement goals and top producer potential.

Responsibilities

• Responsible for 403(b)/457 enrollment, retirement and investment strategies.
• Conduct one-on-one appointments and participant education seminars.
• Prospect, schedule and conduct one-on-one appointments with plan sponsors.

Skills

Understanding of defined contribution marketplace

Territory management and business development

Relationship building

Fund knowledge and product/pricing knowledge

Client relationships

Education

Securities registrations – Series 6 and Series 63

Life & Health Insurance Licenses

Job description

About Voya Financial

As an industry leader and advocate for greater retirement readiness, Voya Financial is committed to delivering on its vision to be America’s Retirement Company™ and its mission to make a secure financial future possible — one person, one family, one institution at a time.

As a Voya Financial employee, you’ll enjoy:

• A wide variety of career fields
• Professional development to help advance your career through continuous learning resources such as the U.S. Learning Center and Career Development Resources
• Competitive salaries and superior benefits including a Work-Life Balance Program
• Association with an organization that has a reputation as a dedicated corporate citizen with a demonstrated commitment to the local community
• The opportunity to work with some of the most talented people in your field, in an informal environment.
• Working in an organization with a track record of financial strength, continued growth, and unlimited future potential!

Job Overview

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.

Responsibilities

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.

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

Required 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

What Voya Offers

• 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).