What are the responsibilities and job description for the Washington DC Voya Financial Advisor position at Voya Financial?
Voya Financial is seeking 3-5 Financial Advisors immediately to join our team to work with employees of a new government defined contribution client in DC.
The Financial Advisors/Team will be responsible for increasing employee engagement and education thru 457(b)/401(a) enrollment assistance, retirement and investment strategy guidance, and participant education.
To be eligible for the Financial Advisor role, candidates must possess the following qualifications:
- Experience working defined contribution plans, 457(b), and 401(a) preferred
- Securities registrations Series 6, 65 or 7 and 66. IAR is a must.
- Life & Health Insurance License
- Desire to assist clients and 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 457(b), and 401(a) preferred
- Strong communication skills, comfortable with conducting group meetings, along with strong presentation skills
- Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents
- Territory management and business development
- Relationship building
- Excellent technology skills are also expected
At Voya Financial Advisors®, a leading independent broker-dealer in the defined contribution & defined benefit business.
We will 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).