Voya Kalamazoo Financial Advisors

voya; Grand Rapids (MI); On-site; USD 60,000 - 90,000; Full time

Job summary

Voya Financial Advisors, Inc. in the Kalamazoo area is seeking a Financial Professional to develop plan sponsor relationships within tax-exempt markets and retail. You will manage 403(b)/457 enrollment, retirement and investment strategies, and provide participant education and seminars.

Strong prospecting and appointment setting skills are essential. Ideal candidates hold securities licenses and life/health Insurance licenses and are motivated to become top producers in the financial services

Qualifications

• Proven ability to build relationships with plan sponsors and clients.
• Knowledge of defined contribution plans, 403(b), 457 and 401(a).
• Ability to prospect, schedule and conduct appointments and seminars.
• Familiarity with investment products and pricing concepts.

Responsibilities

• Enroll 403(b)/457 plans and manage retirement and investment strategies.
• Educate participants and conduct retirement/investment seminars.
• Prospect, schedule and conduct one-on-one client meetings.
• Research client service issues and respond to investment questions.

Skills

Relationship building

Territory management

Business development

Defined contribution knowledge

Product/pricing knowledge

Public speaking / seminars

Education

Life & Health Insurance Licenses

Series 7/65/66 licenses

Registered Representative

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 Kalamazoo 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).