Voya Lubbock Financial Advisor

voya; Lubbock (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Voya Financial Advisors, Inc. seeks a Financial Professional in the Lubbock area to manage plan sponsor relationships in the education market.

You will handle 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars to help clients reach their retirement goals. Candidates should be able to prospect, schedule and conduct one-on-one appointments, recommend investment strategies, and address client service questions.

Qualifications

• Experience with defined contribution plans such as 403(b) and 457; 401(a) preferred.
• Ability to prospect, schedule and conduct appointments.
• Knowledge of plan documents, contribution limits, loans and withdrawals.
• Strong client service and education presentation skills.

Responsibilities

• Develop plan sponsor relationships in the education market.
• Enroll 403(b)/457 plans and advise on retirement/investment strategies.
• Educate participants through seminars and workshops.
• Prospect and conduct one-on-one client meetings and follow-ups.

Skills

Defined contribution knowledge

Territory management

Relationship building

Fund knowledge

Education

Securities registrations – Series 6

Securities registrations – Series 63

Securities registrations – Series 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 Lubbock area to work plan sponsor relationships in the education market.

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 6 and Series 63 (7 & 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

• Competitive base salary plus commissions

• Transition assistance, if applicable

Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).