Voya Financial Thibodaux

voya; Thibodaux (LA); On-site; USD 60,000 - 90,000; Full time

Job summary

Voya Financial Advisors, Inc. in the greater Austin area seeks a Financial Professional to manage plan sponsor relationships in defined contribution and retirement markets, focusing on 403(b)/457 enrollment and client education.

You will prospect, schedule and conduct one-on-one appointments, recommend investment strategies, and present retirement seminars to participants. Qualified candidates should hold relevant securities licenses and life/health insurance credentials, with a drive to become

Qualifications

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

Responsibilities

• Prospect and schedule appointments with plan sponsors in tax-exempt and retail markets.
• Enroll 403(b)/457 plans and design retirement and investment strategies.
• Educate participants through seminars and one-on-one sessions.
• Research client service issues and investment questions.

Skills

Territory management

Business development

Relationship building

Fund knowledge

Tools

Securities licenses (Series 7/65/66)

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 Austin 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).