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Financial Professional
1 month ago
Voya Financial Advisors, Inc. is seeking a skilled Financial Professional to join our team in the Savannah area. As a Financial Professional, you will be responsible for working with plan sponsor relationships in the education market, focusing on 403(b)/457 enrollment, retirement, and investment strategies. You will also conduct participant education and seminars, and provide one-on-one appointments to recommend and implement investment strategies.
Key Responsibilities:- Prospect, schedule, and conduct one-on-one appointments with clients
- Recommend and implement investment strategies
- Research client service issues and investment questions
- Conduct retirement and investment seminars
- 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
- 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
Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).