Voya Financial Advisor

4 days ago


Dallas, Texas, United States Voya Financial Advisors Inc Full time
Financial Professional Opportunity at Voya Financial Advisors Inc

We are seeking a skilled Financial Professional to join our team at Voya Financial Advisors Inc in the Dallas 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 expert advice on investment and retirement planning.

Key Responsibilities:
  • Prospect, schedule, and conduct one-on-one appointments with clients
  • Recommend and implement investment strategies tailored to clients' needs
  • Research client service issues and investment questions
  • Conduct retirement and investment seminars for 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
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).



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