Financial Professional — Retirement Plans

Job overview

The Financial Professional — Retirement Plans role is onsite in Quincy, MA, supporting plan sponsor relationships in the state and government retirement plan market in the Needham area. Compensation is not specified; the posting states a competitive base salary plus commissions. Voya Financial Advisors provides financial products, technology, and marketing resources to support client relationships. The role helps plan participants with 403(b) and 457 enrollment, retirement and investment strategies, and education seminars. It combines prospecting and relationship management with appointments, investment recommendations, implementation, and research into client service and investment questions.

What you'll do

• Conduct 403(b)/457 enrollment, retirement and investment strategy discussions, and participant education seminars
• prospect, schedule, and conduct one-on-one appointments
• recommend and implement investment strategies
• research client service issues and investment questions
• manage territory and business development
• build relationships with clients and plan sponsors.

What we're looking for

Skills & competencies

financial professional

retirement plans

quincy ma

voya financial advisors

403(b)

457 plans

participant education

investment strategies

client relationships

series 6

series 63

life and health insurance license

Work arrangement

• Weekend coverage required

Benefits & perks

• Competitive base salary plus commissions
• access to existing client base, financial products, technology and systems, turnkey marketing services, and transition assistance if applicable.

Why this role

The posting lists access to an existing client base, a wide array of financial products, technology and systems, turnkey marketing services, and transition assistance if applicable. Series 6 and Series 63 registrations and Life and Health Insurance licenses are listed qualifications.

About the employer

Voya Financial Advisors is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.