What are the responsibilities and job description for the Voya Financial Advisors Houston position at Voya Financial?
Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking an Account Rep to join our team in the Housotn area to work within plan sponsor relationships in the tax-exempt markets.
This position will be responsible for 403(b)/457 enrollment and education of the plan. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one retirement counseling appointments. 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 (7/66 preferred)
- Life & Health Insurance Licenses
- 3-5 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
- Base salary
Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).
