Voya Financial Professional – Registered Representative

United States·Warwickmid

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Quick Summary

Requirements Summary

Minimum Series 6/63 and Rhode Island Life & Health license. Strong desire to help clients meet their financial and retirement goals while striving to assist the Voya Warwick,

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Responsibilities

~1 min read

→Serve as a Registered Representative, delivering participant and client sales support for the Warwick, RI Field Office.
→Service 403(b)/457(b) Plan Participants.
→Prospect, schedule, and conduct one-on-one appointments to recommend and implement investment strategies.
→Research and resolve client service issues and investment-related questions.

Requirements

~1 min read

Registered Representative experience with defined contribution plans (403(b), 457, and 401(a) preferred).
Securities registrations: Minimum Series 6/63 and Rhode Island Life & Health license.
Strong desire to help clients meet their financial and retirement goals while striving to assist the Voya Warwick, RI Field Office be one of the strongest in the financial services industry.

Deep understanding of the defined contribution marketplace (403(b), 457, and 401(a)).
Knowledge of plan rules/regulations: contribution limits, loans, withdrawals, vesting, and plan documents.
Strong relationship-building skills.
Fund knowledge and product/pricing familiarity.