• Braintree, MA
  • Quick Apply
30+ days ago

Job Description

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 Needham area to work plan sponsor relationships in the State and government retirement plan 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 6 and Series 63 (7 & 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
  • Competitive base salary plus commissions
  • Transition assistance, if applicable

Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).

Numbers & Facts

LocationBraintree, MA

Skills

  • Brokerageunmatched
  • Business Developmentunmatched
  • Customer Support/Serviceunmatched
  • Financial Planningunmatched
  • Financial Servicesunmatched
  • Health Insuranceunmatched
  • Investment Servicesunmatched
  • Investment Strategyunmatched
  • Life Insuranceunmatched
  • Loansunmatched
  • Marketingunmatched
  • Product Pricingunmatched
  • Project Planningunmatched
  • Regulationsunmatched
  • Retirement Planunmatched
  • Sales Managementunmatched
  • Securitiesunmatched
  • Securities Investmentsunmatched
  • Seminarsunmatched
  • Series 6unmatched
  • Series 63unmatched
  • State Governmentunmatched
  • Territory Managementunmatched

Be found by employers

5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.

Level up your application

Professional resume templates

Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.

Free resume templates

Free resume builder

Improve your existing resume or start from scratch and create a standout, ATS-friendly resume. Add job-specific content, download and apply.

Free resume builder