Voya Lubbock Financial Advisor

Voya Financial Advisors; Lubbock (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Access to existing client base

Technology and systems for efficient client management

Competitive base salary plus commissions

Transition assistance, if applicable

Job summary

A leading financial services firm is seeking a Financial Professional in Lubbock, TX to manage retirement plans and engage with clients in the education sector. The ideal candidate will be responsible for enrollment, investment strategies, and conducting seminars. Registered Representatives with securities licenses and experience in defined contribution plans are encouraged to apply. This role offers competitive compensation including base salary and commissions.

Qualifications

• Desire to assist clients to meet their financial and retirement goals.
• Ability to conduct retirement and investment seminars.
• Life & Health Insurance Licenses
• Desire to assist clients meet their financial and retirement goals and to become a top producer in the Financial Services Industry

Responsibilities

• Responsible for 403(b)/457 enrollment, retirement and investment strategies.
• Manage plan sponsor relationships in the education market.
• Conduct one-on-one appointments and implement investment strategies.
• Conduct retirement and investment seminars

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

Education

Registered Representative with experience working defined contribution plans (403(b), 457, 401(a))

Securities registrations – Series 6 and Series 63 (7 & 66 preferred)

Life & Health Insurance Licenses

Job description

Voya Financial – Your future in retirement

As an industry leader and advocate for greater retirement readiness, Voya Financial is committed to delivering on its vision to be America’s Retirement Company™ and its mission to make a secure financial future possible — one person, one family, one institution at a time.

What you’ll enjoy

• A wide variety of career fields
• Professional development to help advance your career through continuous learning resources such as the U.S. Learning Center and Career Development Resources
• Competitive salaries and superior benefits including a Work-Life Balance Program
• Association with an organization that has a reputation as a dedicated corporate citizen with a demonstrated commitment to the local community
• The opportunity to work with some of the most talented people in your field, in an informal environment.
• Working in an organization with a track record of financial strength, continued growth, and unlimited future potential!

Current opportunities

Current job opportunities are posted here as they become available.

Financial Professional – Lubbock, TX

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.

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

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

Benefits & Resources

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).