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Voya Financial Professional Delaware

2 months ago

Wilmington, Delaware, United States Voya Financial Advisors Inc Full time
Financial Professional Opportunity at Voya Financial Advisors Inc

Voya Financial Advisors Inc, a leading independent broker-dealer in the defined contribution & defined benefit business, is seeking a skilled Financial Professional to join our team in the greater Wilmington area.

Key Responsibilities:
  • Enroll clients in 403(b)/457 plans and provide retirement and investment strategies
  • Conduct one-on-one appointments, recommend and implement investment strategies, and research client service issues and investment questions
  • Deliver retirement and investment seminars to clients
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

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