Retirement Advice Consultant
3 weeks ago
Our mission at Disability Solutions is to provide world-class financial services to individuals and communities. We strive to deliver unique solutions that meet the evolving needs of our clients.
Job DescriptionThis role is responsible for the enrollment, retention, and development of the In Plan Advice product and service offering for the Voya Retirement business. As a Senior Investment Advisor, you will work closely with plan participants to understand their financial goals and develop personalized investment strategies to help them achieve those goals.
Key Responsibilities- Enroll new plan participants into the In Plan Advice product suite.
- Retain existing plan participants by providing regular outreach and support.
- Develop personalized investment strategies to help plan participants achieve their financial goals.
- Model industry-leading sales best practices and share knowledge with the team.
- College degree required.
- 5+ years of experience in financial services or a related field.
- Required licensure includes Series 6 or 7, 63, 65/66, 26 or 24.
- A recognized designation such as MBA, CFP, CFA, or other approved designation is supported.
The estimated annual salary range for this position is $53,970 - $89,960 USD. Additionally, we offer a comprehensive benefits package, including health, dental, vision, and life insurance plans, a 401(k) savings plan with generous company matching contributions, tuition reimbursement up to $5,250/year, paid time off, and paid volunteer time.
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Senior Retirement Specialist
3 weeks ago
Hartford, Connecticut, United States Disability Solutions Full timeJob ResponsibilitiesManage new and ongoing client relationships within the In Plan Advice product suiteHandle transferred inbound calls from internal business partners to present and transition existing active and separated participants into an actively managed account solutionQuarterback the delivery of Voya's in-plan managed account service by providing...
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