What are the responsibilities and job description for the Financial Services Professional position at Voya Financial?
Company Description
Voya Financial, Inc. (NYSE: VOYA) is a leader in retirement, employee benefits, and investment management, serving over 18 million customers across individual, workplace, and institutional markets. The company’s mission is to support financial confidence and help customers achieve a fulfilling life. Voya is dedicated to creating opportunities for a better financial future through innovative solutions and collaborative partnerships. To learn more about Voya, visit voya.com.
Role Description
As a Financial Services Representative, you join and existing team of advisors that assist clients with their financial needs and offer tailored solutions in areas such as retirement planning, investments, insurance, and other financial services. One important aspect of your role will be to help employees get the most out of their employer’s supplemental retirement plan, primarily a 403(b) or 457 plan, which means you’ll be working closely with employees who are in public education, K-12 and Higher Ed, healthcare and employees in non-profit organizations.
Beyond the worksite, you’ll have the opportunity to enhance client relationships, and your income potential, by delivering tailored solutions in areas such as retirement planning, investments, insurance and other financial services to your growing client base. This is a full-time wealth management sales position operating out of our main office in Melville, NY. The role will require meeting individual clients at their worksite, home or office from time to time. Proactive engagement with existing and prospective clients while maintaining professionalism and confidentiality is required to be successful in this role.
Qualifications
- Proficiency with financial wellness fundamentals, investments, insurance products and services
- Strong Customer Service skills with a focus on building client relationships
- Excellent communication, problem-solving, and interpersonal skills
- Ability to work effectively in team-oriented environment at a pace dictated by our clients
- Knowledge of relevant financial regulations and standards is an asset
- Bachelor’s degree (preferred)
- Minimum Requirement - FINRA Series 6 & NY State Life & Health Insurance License
- Additional industry registrations and designations that are an asset in this role – FINRA Series 7, 65/66. ChFC, CFP.
Let’s Have a Conversation
Contact Doug Peters – Regional Vice President, Voya Financial, Inc. at Douglas.Peters@Voya.com
Investment Advisor Representative and Registered Representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC). CN5321240_0328