Voya Minneapolis Financial Advisor

voya; Minneapolis (MN); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Competitive base salary + commissions

Access to existing client base

Turnkey marketing services

Transition assistance

Job summary

Voya Financial Advisors®, Inc. in Minneapolis seeks a Financial Professional to serve plan sponsor relationships in education market, focusing on 403(b)/457 enrollment, retirement and investment strategies, and participant education.

You will prospect, schedule and conduct one-on-one appointments, recommend and implement investment solutions, and conduct retirement seminars. Licenses Series 7/65/66 and Life & Health licenses are preferred.

Qualifications

• Registered representative with experience in defined contribution plans (403(b), 457, 401(a) preferred).
• Securities licenses and Life & Health licenses required.
• Ability to conduct retirement and investment seminars.

Responsibilities

• Manage plan sponsor relationships in the education market.
• Oversee 403(b)/457 enrollment and retirement planning.
• Educate participants through seminars and one-on-one sessions.
• Research client questions and provide investment solutions.

Skills

Prospecting

Scheduling

One-on-One Meetings

Investment Strategies

Relationship Building

Education

Series 7 License

Series 65 License

Series 66 License

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 Minneapolis 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 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
• Competitive base salary + commissions

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