Financial Advisor 403(B)/457 Retirement Specialist

Voya Financial Tucson , AZ 85704

Posted 2 months ago

Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Advisor to join our team in the Tucson area to work within existing plan sponsor relationships in the education markets.

This position will be responsible for 403(b) and/or 457 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, Series 63, Series 65 (7/66 preferred)

  • Life & Health Insurance Licenses

  • 2 Years proven sales track record

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

  • Benefits Day 1 of employment

  • Competitive base salary plus commissions

Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).

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Financial Advisor 403(B)/457 Retirement Specialist

Voya Financial