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Job description
Account RepresentativeVoya 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) preferredSecurities registrations – Series 6, Series 63 (7/66 preferred)Life & Health Insurance Licenses3-5 Years proven sales track record ideally in the financial services field preferredDesire 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 IndustryQualified 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 documentsTerritory management and business developmentRelationship buildingFund knowledge and product/pricing knowledgeAt Voya Financial Advisors, we provide the tools and resources necessary that will help set you up for success – including:Full access to the Voya brandAccess to existing client baseWide array of financial productsTechnology and systems to enable you to efficiently manage your clients' financial information and plansTurnkey marketing servicesBase salarySecurities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).
Worksite address
houston, TX, 77001, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.