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Voya Financial Advisors Opelika
Voya Financial Advisors OpelikaVoya Financial Advisors • Opelika, AL, US
Voya Financial Advisors Opelika

Voya Financial Advisors Opelika

Voya Financial Advisors • Opelika, AL, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Opelikaarea to work plan sponsor relationships and to assist in retail wealth management for an existing book of business. This position will be responsible for 403(b) / 457 enrollment, retail wealth management, retirement and investment strategies, and participant education and seminars. Qualified candidates must 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, candidate must have 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 that will help set you up for success – 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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Financial Advisor • Opelika, AL, US

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