Voya Houston Financial Advisors
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Job Location:
Houston, MS - USA
Monthly Salary:
Not Disclosed
Posted on:
28 days ago
Vacancies:
1 Vacancy
Job Summary
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).
Required Experience:
Unclear Seniority
Key Skills
- Financial Services
- Financial Models
- Account Management
- General Ledger Accounts
- ERP
- Payroll
- External Auditors
- Customer Relationships
- Credit Card
- Financial Statements
- Business Units
- Annual Budget
- Income
- New Clients
- Financial Management
About Company
Voya Financial is an American financial, retirement, investment and insurance company based in New York City. Voya began as ING U.S., the United States operating subsidiary of ING Group, which was spun off in 2013 and established independent financial backing through an initial public ... View more
