Voya Financial Advisors Houston
Voya Financial Advisors Inc, Houston, TX, United States
Account Representative
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 Houston 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).
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 Houston 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).