Financial Advisor

at Voya Financial in New Castle, Delaware, United States

Job Description

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 to work with participants of an employer sponsored retirement plan throughout Delaware for one of the largest employers in the State.

This position will be responsible for 403(b)/457(b) enrollment, retirement and investment strategy, and individual and group participant education. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one-on-one appointments, confidently council individuals on investment strategies available within the plan, and possess the desire to help research and resolve participant service inquiries. Group presentation skills and strong financial services acumen, highly desirable

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(b), and 401(a) preferred
• Securities registrations – Series 6 required. Series 7, 65 or 66 preferred
• Life & Health Insurance Licenses required
• Desire to assist clients with meeting their financial and retirement

 Qualified candidates are expected to have the following skills:

• Strong understanding of the defined contribution marketplace (403(b), 457(b), 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).