Junior Financial Advisor 403(B)/457 Enrollment Specialist

Voya Financial Baltimore , MD 21203

Posted 7 days ago

Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Junior Advisor to join our team in the Baltimore area to team up with a Senior Advisor and work 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 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 employment

Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).
30459071_1217


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Junior Financial Advisor 403(B)/457 Enrollment Specialist

Voya Financial