Voya Financial Advisors Independence

voya; Independence Township (OH); On-site; USD 60,000 - 90,000; Full time

Job summary

Voya Financial Advisors, Inc. is seeking a Financial Professional to join our team in the greater Independence area to manage plan sponsor relationships and assist in retail wealth management for an existing book of business.

The role involves enrollment of 403(b)/457 plans, retirement and investment strategies, and participant education and seminars. Qualified candidates will have securities licenses and life/health licenses, with a drive to become a top producer in the financial services

Qualifications

• Registered Representative with defined contribution plans experience (403(b), 457, 401(a) preferred).
• Securities registrations – Series 7, 65 & 66 preferred.
• Life & Health Insurance Licenses required or preferred.
• Desire to help clients meet financial and retirement goals and become a top producer in financial services.

Responsibilities

• Manage plan sponsor relationships and assist in retail wealth management for an existing book of business.
• Oversee 403(b)/457 enrollment and retirement strategies.
• Conduct retirement and investment seminars.
• Prospect, schedule and conduct one-on-one appointments.
• Research client service issues and investment questions.

Skills

Territory management

Business development

Relationship building

Defined contribution knowledge

Retirement planning

Client service

Tools

Series 7

Series 65

Series 66

Life & Health 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 greater Independence area to work plan sponsor relationships and to assist in retail wealth management for an existing book of business. This position will be responsible for 403(b)/457 enrollment, retail wealth management, 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).