Voya Financial Advisors Tyler TX

voya; Town of Texas (WI); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Full access to Voya brand

Turnkey marketing services

Access to existing client base

Technology tools for client plans

Job summary

Voya Financial Advisors, Inc. is seeking a Financial Professional to join our team in the greater Tyler area to build plan sponsor relationships and deliver retirement and investment strategies.

The role focuses on 403(b)/457 enrollment, seminars, and personalized client education to help participants reach retirement goals. The candidate will prospect, schedule and conduct one-on-one appointments, implement investment plans, and research client service issues.

Qualifications

• 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

Responsibilities

• Enroll plan sponsors in 403(b)/457 and provide retirement strategy guidance
• Educate participants through seminars and one-on-one meetings
• Prospect and schedule client meetings to develop new business
• research client service issues and investment questions to improve service quality

Skills

Territory management

Business development

Relationship building

Defined contribution knowledge

Plan documents knowledge

Education

Series 7, 65 & 66

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 Tyler area to work plan sponsor relationships.

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).

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