Voya Financial Miami Advisor

voya; Miami (FL); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Access to existing client base

Turnkey marketing services

Transition assistance

Job summary

Voya Financial Advisors in the greater Miami area seeks a Financial Professional to build plan sponsor relationships and educate participants on retirement and investment strategies. The role focuses on enrollment, client education, and delivering seminars for plan participants.

Qualified candidates will bring experience with defined contribution plans, securities licenses, and life/health insurance licenses, with a goal of becoming a top producer in financial services.

Qualifications

• Prospecting and scheduling appointments with plan sponsors.
• Ability to conduct retirement and investment seminars for employees and individuals.
• Knowledge of defined contribution plans and related plan documents.

Responsibilities

• Enroll 403(b)/457 plans and educate participants.
• Recommend and implement investment strategies for clients.
• Schedule and conduct one-on-one appointments and seminars.
• Research client questions and resolve service issues.

Skills

Prospecting

Appointment scheduling

Presentation

Relationship building

Territory management

Investment product knowledge

Education

Series 7/65/66 registrations

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 Miami 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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