Voya Pensacola Financial Advisor

Voya Financial • Pensacola, FL

2d

About The Position

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 Pensacola area to work plan sponsor relationships. 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 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). #Voya #Securities #investment #advisory #Financial #Advisors #stockmarket #budget #wealthbuilding #moneytips #savingmoney #debtfree #success #insuranceagent #finances #financialsuccess #stocks #financialcoach #health #protection #credit #florida #pensacola

Requirements

• Registered Representative with experience working defined contribution plans
• 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
• 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

Nice To Haves

• 403(b), 457, and 401(a) preferred
• Securities registrations Series 7, 65 & 66 preferred

Responsibilities

• 403(b)/457 enrollment
• Retirement and investment strategies
• Participant education and seminars
• Prospect, schedule and conduct one on one appointments
• Recommend and implement investment strategies
• Research client service issues and investment questions
• Conduct retirement and investment seminars

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 251-500 employees