Junior Financial Advisor - 403(b)/457 - Retirement Specialist

Voya Financial Advisors(R)
Washington, DC
Mar 09, 2017
Mar 23, 2017
Full Time
Job DescriptionVoya Financial Advisors(R), Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Junior Financial Advisor to partner with a Senior Advisor in the Washington, DC area to work within plan sponsor relationships in the education market. This position will be responsible for 403(b) enrollment, retirement and investment counseling, and participant education and seminars. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one retirement counseling 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 Advisor 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 6 and Series 63 (7 & 66 strongly preferred). Life & Health Insurance Licenses. 2 Years proven sales track record ideally in the financial services field preferred. 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 knowledgeAt Voya Financial Advisors(R), 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 servicesSecurities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC). 21990615_3/16

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