Voya Financial Advisor San Antonio
Share
Job Location:
San Antonio, TX - USA
Monthly Salary:
Not Disclosed
Posted on:
10 hours 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 a Financial Professional to join our team in the San Antonio area to work plan sponsor relationships in the education market.
This position will be responsible for 403(b)/457 enrollment retirement and investment strategies and participant education and seminars. Qualified candidates must possess the skills necessary to prospect schedule and conduct one on one appointments recommend and implement investment strategies and research client service issues and investment questions. Additionally candidate must have ability to conduct retirement and investment seminars.
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 and 401(a) preferred
- Securities registrations Series 7 65 & 66 preferred
- Life & Health Insurance Licenses
- 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
- Transition assistance if applicable
- Competitive base salary commissions
Securities and investment advisory services offered through Voya Financial Advisors Inc. (member SIPC).
Required Experience:
Unclear Seniority
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Investment Experience
- Military Experience
- Securities Law
- Customer relationship management
- Financial Planning
- Wills
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
