Retirement Plan Specialist
Voya Financial(3 months ago)
About this role
The Retirement Plan Specialist for the Tax Exempt Market at Voya is responsible for delivering on-site education and conducting financial advisory investment counseling sessions for Plan Sponsor Participants. This role involves interfacing with various stakeholders to resolve participant issues and implementing educational seminars aimed at increasing employee participation.
Required Skills
- Financial Advisory
- Client Education
- Regulatory Compliance
- Problem Solving
- Presentation Skills
Qualifications
- Bachelor's Degree
- FINRA Series 6
- FINRA Series 7
- FINRA Series 63
- FINRA Series 65
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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