Voya Financial Advisor

4 days ago


Cedar Rapids, Iowa, United States Voya Financial Advisors Inc Full time
Financial Professional Opportunity at Voya Financial Advisors

Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution and defined benefit business, is seeking a Financial Professional to join our team in the greater Cedar Rapids area. This role will focus on working with plan sponsors in tax-exempt markets and retail, with a primary emphasis on 403(b) and 457 enrollment, retirement, and investment strategies.

Key Responsibilities:
  • Prospect, schedule, and conduct one-on-one appointments with plan sponsors and participants.
  • Recommend and implement investment strategies tailored to individual plan sponsor needs.
  • Research and address client service issues and investment questions.
  • Conduct retirement and investment seminars to educate plan sponsors and participants.
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, including rules and regulations around contribution limits, loans, withdrawals, vesting, and plan documents.
  • Territory management and business development skills.
  • Relationship building and fund knowledge.
What We Offer:
  • Full access to the Voya brand.
  • Access to an existing client base.
  • A wide array of financial products.
  • Technology and systems to efficiently manage client financial information and plans.
  • Turnkey marketing services.
  • Transition assistance, if applicable.

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


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