Financial Professional

1 month ago


Detroit, Michigan, United States Voya Financial Advisors Inc Full time
Financial Professional Opportunity

Voya Financial Advisors, Inc. is seeking a skilled Financial Professional to join our team in the greater Detroit area. As a key member of our team, you will be responsible for building and maintaining relationships with plan sponsors, providing expert advice on retirement and investment strategies, and conducting seminars to educate participants on their financial options.

Key Responsibilities:
  • Prospect, schedule, and conduct one-on-one appointments with clients to discuss their financial goals and develop personalized investment strategies.
  • Recommend and implement investment strategies, and research client service issues and investment questions.
  • Conduct retirement and investment seminars to educate participants on their financial options.
  • Build and maintain relationships with plan sponsors to provide expert advice on retirement and investment strategies.
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 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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