Melville Financial Services Representative
4 weeks ago
Financial Advisor Role Overview
Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is seeking a Financial Advisor to work within plan sponsor relationships in the K-12 market.
This position will be responsible for 403(b) enrollment, retirement and investment counseling, and participant education and seminars.
Key Responsibilities
- Prospect, schedule and conduct one on one retirement counseling appointments
- Recommend and implement investment strategies
- Research client service issues and investment questions
- Conduct retirement and investment seminars
Requirements
- Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred
- Securities registrations - Series 6 and Series 63 (7 & 66 preferred)
- Life & Health Insurance Licenses
- Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a)
- Territory management and business development
- Relationship building
- Fund knowledge and product/pricing knowledge
Voya Financial Advisors Benefits
- Full access to the Voya brand
- Access to existing client base
- Wide array of financial products
- Technology and systems to enable you to efficiently manage your clients' financial information and plans
- 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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