Voya
Voya
voya financial advisorsNeedham, MA
yesterday
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial Specialists, All Other
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesMiscellaneous Intermediation
Apply for this role →Financial Professional 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 Needham area to work plan sponsor relationships in the State and government retirement plan market.
This position will be responsible for 403(b)/457 enrollment, 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 6 and Series 63 (7 & 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 successincluding:
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
Competitive base salary plus commissions
Transition assistance, if applicable
Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).
Also on the board Same function, level within a rung
Level
Senior
Location
Needham, MA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday