Retirement Planning Specialist

2 weeks ago


SaintBrieuc, Bretagne, United States Voya Financial Advisors Inc Full time
Join Voya Financial Advisors, Inc., a prominent independent broker-dealer specializing in defined contribution and defined benefit plans. We are looking for a dedicated Financial Professional to enhance our team.

This role focuses on fostering relationships with plan sponsors and will involve responsibilities such as:
  • Facilitating 403(b)/457 enrollment processes
  • Providing retirement and investment strategies
  • Conducting participant education and seminars
Qualified candidates will demonstrate the ability to:
  • Prospect and schedule one-on-one appointments
  • Recommend and implement effective investment strategies
  • Address client service inquiries and investment-related questions
  • Lead retirement and investment seminars
To qualify for the Financial Professional position, candidates should possess:
  • Experience as a Registered Representative with a focus on defined contribution plans, including 403(b), 457, and 401(a)
  • Securities registrations - Series 7, 65 & 66 are preferred
  • Life & Health Insurance Licenses
  • A strong desire to help clients achieve their financial and retirement objectives while striving to excel in the Financial Services sector
Successful candidates will have the following skills:
  • In-depth knowledge of the defined contribution landscape (403(b), 457, and 401(a))
  • Understanding of regulations regarding contribution limits, loans, withdrawals, vesting, and plan documentation
  • Expertise in territory management and business development
  • Strong relationship-building capabilities
  • Comprehensive knowledge of funds and product/pricing structures
At Voya Financial Advisors, we equip you with the essential tools and resources to ensure your success, including:
  • Full access to the Voya brand
  • A robust existing client base
  • A diverse range of financial products
  • Advanced technology and systems for efficient client management
  • Comprehensive marketing services
  • Support during transition, if applicable
Securities and investment advisory services are provided through Voya Financial Advisors, Inc. (member SIPC).

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