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 required
Strong desire to help clients achieve financial and retirement goals
Proven ability to become a top producer in the Financial Services Industry
Responsibilities
Manage plan sponsor relationships in tax-exempt markets and retail
Conduct 403(b)/457 enrollment and participant education
Develop and implement retirement and investment strategies
Schedule and conduct one-on-one client appointments
Research and resolve client service issues and investment inquiries
Lead retirement and investment seminars
Benefits
Opportunity to work with a leading independent broker-dealer
Access to a diverse client base in defined contribution markets
Supportive environment for professional growth and development
Potential for high earnings based on performance
Engagement in meaningful client relationships and financial education
Full 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 Westchester 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
About Voya Financial, Inc
Voya Financial, Inc. is an American financial, retirement, investment, and insurance company based in New York City. The company was formed in 1991 as ING U.S., Inc. and was renamed Voya Financial in 2014. Voya Financial operates in the United States and has more than 6,000 employees. The company provides retirement, investment, and insurance solutions to individuals and businesses.
