Voya Financial Advisor Cleveland at Voya Financial in Cleveland, OH

Job description

• Voya Financial Advisors, Inc., a leading Independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a dynamic and motivated Financial Advisor to join our Cleveland team of advisors, on-site. The team is dedicated to providing financial service and enrollment support to the employees of one our key plan sponsor relationships regarding their supplemental voluntary retirement plan.

Responsibilities

• Engage and educate employees about the benefits of participating in their employer sponsored 403(b) and/or 457 (b) plan and how it relates to their other potential sources of retirement income such as employer pension and social security
• Guide employees through the enrollment process
• Help participants evaluate their sources of retirement income and how to identify potential gaps relative to future goals and assist with account consolidation when appropriate
• Encourage participants to utilize the various tools & resources available to them that are designed to help them improve their financial future
• Conduct group education meetings – live and virtually
• Work in a team environment

Requirements

• Securities registrations — Series 6 and 63 (7, 65 or 66 preferred)
• Life & Health Insurance licenses
• Experience working with defined contribution 403(b),457(b), and 401(a) plans (preferred)
• Must be able to demonstrate the ability to work in a team environment

Skills

Required

• Life & Health Insurance licenses
• Ability to work in a team environment

Preferred

• Series 7, 65 or 66