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Voya Phoenix Retirement Advisor
2 weeks ago
Voya Financial Advisors, Inc. is a leading independent broker-dealer in the defined contribution & defined benefit business. We are currently seeking a Financial Professional to join our team in the greater Phoenix area.
Job DescriptionThis position will be responsible for prospecting, scheduling, and conducting one-on-one appointments, as well as recommending and implementing investment strategies for 403(b)/457 plans. The ideal candidate will have a strong understanding of the defined contribution marketplace, including knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents.
Skills and Qualifications- Territory management and business development
- Relationship building
- Fund knowledge and product/pricing knowledge
- Transition assistance, if applicable
- Turnkey marketing services