Experience with defined contribution plans, specifically 457(b) and 401(a) is preferred.
Must hold securities registrations: Series 6, 65, or 7 and 66; IAR is mandatory.
Life & Health Insurance License required.
A strong desire to help clients achieve financial and retirement goals while striving to be a top producer in the industry.
Proven understanding of the defined contribution marketplace.
Responsibilities
Increase employee engagement through 457(b)/401(a) enrollment assistance.
Provide retirement and investment strategy guidance to clients.
Conduct educational sessions for participants on financial planning.
Manage territory effectively to drive business development.
Build and maintain strong relationships with clients.
Utilize technology to enhance service delivery and client interactions.
Benefits
Access to comprehensive training and development programs.
Supportive team environment focused on collaboration.
Opportunities for career advancement within the financial services industry.
Flexible work arrangements to promote work-life balance.
Full Job Description
The Financial Advisors/Team will be responsible for increasing employee engagement and education thru 457(b)/401(a) enrollment assistance, retirement and investment strategy guidance, and participant education.
To be eligible for the Financial Advisor role, candidates must possess the following qualifications:
Experience working defined contribution plans, 457(b), and 401(a) preferred
Securities registrations - Series 6, 65 or 7 and 66. IAR is a must.
Life & Health Insurance License
Desire to assist clients and 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 457(b), and 401(a) preferred
Strong communication skills, comfortable with conducting group meetings, along with strong presentation skills
Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents
Territory management and business development
Relationship building
Excellent technology skills are also expected
Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).
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.
