Voya Financial Advisor

2 days ago


Houston, Texas, United States Voya Financial Advisors Inc Full time
Financial Professional Opportunity

Voya Financial Advisors, Inc. is a leading independent broker-dealer in the defined contribution and defined benefit business. We are seeking a Financial Professional to join our team in the Houston area to work with plan sponsor relationships in the education market.

Key Responsibilities
  • Enroll participants in 403(b) and 457 plans, develop retirement and investment strategies, and conduct participant education and seminars.
  • Prospect, schedule, and conduct one-on-one appointments, recommend and implement investment strategies, and research client service issues and investment questions.
  • Conduct retirement and investment seminars to educate clients on their financial and retirement goals.
Requirements
  • 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.
  • 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.
What We Offer
  • Full access to the Voya brand.
  • Access to existing client base.
  • Wide array of financial products.
  • Technology and systems to enable efficient client management.
  • Turnkey marketing services.
  • Transition assistance, if applicable.
  • Competitive base salary + commissions.

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



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