Voya Financial Advisors Warwick

voya; Providence (RI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Voya brand access

Client base access

Product range

Tech systems access

Marketing services

Transition assistance

Job summary

Voya Financial Advisors, Inc. seeks a Financial Professional to join the Warwick, RI area team. You will focus on plan sponsor enrollment (403(b)/457), retirement and investment strategies, and participant education.

You will prospect, schedule and conduct appointments, recommend strategies, and lead retirement seminars. Qualified candidates will have securities registrations (Series 6/63, RI life/health) and experience with defined contribution plans, with a goal to become a top producer in

Qualifications

• Registered Representative with experience working defined contribution plans (403(b), 457, 401(a) preferred).
• Securities registrations – Series 6/63 and Rhode Island life and health.
• Desire to help clients meet financial and retirement goals and become a top producer.

Responsibilities

• Enroll 403(b)/457 plans and manage plan sponsor relationships.
• Prospect, schedule and conduct one-on-one appointments.
• Recommend investment strategies and resolve client service issues.
• Conduct retirement and investment seminars for clients.

Skills

Territory management

Business development

Relationship building

Fund knowledge

Pricing knowledge

Tools

Series 6/63

Rhode Island Life & Health

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 highly successful team in the greater Warwick RI area to work plan sponsor relationships as a dedicated enroller, that is also heavily involved in all facets of plan sponsor business.

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 – Minimum registrations needed, series 6/63 and Rhode Island life and health
• 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).