Voya Financial Advisors Los Angeles

voya; Los Angeles (CA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Brand resources

Existing client base

Turnkey marketing services

Technology and systems access

Job summary

Voya Financial Advisors, Inc. in the greater Los Angeles area seeks a Financial Professional to manage plan sponsor relationships in tax-exempt markets and retail, focusing on 403(b)/457 enrollment, retirement and investment strategies, and participant education.

The role requires prospecting, scheduling and conducting one-on-one appointments, recommending and implementing investment strategies, and delivering retirement seminars; Series 7/65/66 and Life & Health licenses preferred, with strong

Qualifications

• Prospecting and scheduling appointments to grow client base.
• Strong knowledge of defined contribution/retirement plans and investment products.
• Ability to conduct retirement and investment seminars.

Responsibilities

• Enroll clients in 403(b)/457, retirement and investment programs.
• Educate participants through seminars and one-on-one sessions.
• Research and respond to client service questions and investment inquiries.

Skills

Relationship building

Territory management

Business development

One-on-one coaching

Retirement planning

Education

Series 7, 65 & 66 licenses

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 greater Los Angeles area to work plan sponsor relationships, in tax exempt markets and retail.

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).