Financial Services Professional New Orleans

4 weeks ago


New Orleans, Louisiana, United States Voya Financial Advisors Inc Full time
Voya Financial Advisors Inc. is seeking a Financial Professional to work with plan sponsor relationships in the greater New Orleans area. This position will be responsible for 403(b)/457 enrollment, retirement, and investment strategies, as well as participant education and seminars. The ideal candidate will possess the skills necessary to prospect, schedule, and conduct one-on-one appointments, recommend and implement investment strategies, and research client service issues and investment questions. Additionally, the candidate must have the ability to conduct retirement and investment seminars. To be eligible for the Financial Professional role, candidates must possess the following qualifications:
  • 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
  • Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry
Qualified candidates are expected to have the following skills:
  • 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
At Voya Financial Advisors, we provide the tools and resources necessary to help you succeed, including:
  • 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
Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).
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