Retirement Plan Specialist
Voya Financial(2 months ago)
About this role
A Retirement Plan Specialist for the Tax Exempt Market at Voya focuses on delivering education and counseling for plan sponsors and participants, conducting seminars and one-on-one financial advisory sessions. The role involves collaboration with various stakeholders to improve participant engagement and compliance with regulatory requirements.
Required Skills
- Financial Advisory
- Participant Engagement
- Regulatory Compliance
- Presentation Skills
Qualifications
- Bachelor’s Degree
- FINRA Series 6 or 7
- FINRA Series 63
- FINRA Series 65
- FINRA Series 66
About Voya Financial
voya.comWe help individuals and employers clear a path to financial confidence with 401(k)s, 403(b)s, 457s, HSAs, FSAs, life, disability & voluntary insurance.
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