Voya Financial Advisors Houston

Voya Financial Advisors; Houston (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Professional development resources

Work-life balance program

Access to existing client base

Full access to Voya brand

Turnkey marketing services

Job summary

A leading financial services company is seeking an Account Representative in Houston to work with plan sponsors in the tax-exempt markets. The role involves 403(b)/457 enrollment and education, individual counseling appointments, and conducting retirement seminars. Candidates should be registered representatives with experience in defined contribution plans and have a strong sales background in financial services. This position offers resources to ensure success, including access to clients, financial products, and marketing support.

Qualifications

• Registered Representative with experience in defined contribution plans (403(b), 457, 401(a)).
• 3-5 years of proven sales track record in financial services preferred.
• Desire to assist clients in achieving financial and retirement goals.

Responsibilities

• Conduct 403(b)/457 enrollment and education for plan sponsors.
• Schedule and conduct one-on-one retirement counseling appointments.
• Host retirement and investment seminars.

Skills

Prospecting

Scheduling appointments

Conducting retirement seminars

Relationship building

Territory management

Education

Life & Health Insurance Licenses

Job description

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!

Current job opportunities are posted here as they become available.

Voya Financial Advisors, Inc., a leading independent broker‑dealer in the defined contribution & defined benefit business, is currently seeking an Account Rep to join our team in the Housatn area to work within plan sponsor relationships in the tax‑exempt markets.

This position will be responsible for 403(b)/457 enrollment and education of the plan.

Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one retirement counseling appointments. Additionally, candidate must have ability to conduct retirement and investment seminars.

To be eligible for the Financial Advisor role, candidates must possess the following qualifications:

• Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred
• Life & Health Insurance Licenses
• 3-5 Years proven sales track record ideally in the financial services field preferred
• 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

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