Retirement Plan Specialist
Voya Financial(2 days ago)
About this role
A Retirement Plan Specialist for the Tax Exempt Market at Voya is responsible for delivering educational seminars, conducting financial advisory sessions, and collaborating with plan sponsors to enhance participation and compliance. The role involves working directly with employees and retirees to foster better understanding of retirement plan features and investments, while ensuring regulatory adherence.
Required Skills
- Customer Focus
- Critical Thinking
- Financial Advisory
- Retirement Planning
- Investment Counseling
- Presentation Skills
- Regulatory Compliance
- Communication Skills
- Financial Services
Qualifications
- BS in Finance or related field
- FINRA Series 6 or 7 and 63
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.
View more jobs at Voya Financial →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Voya Financial
Similar Jobs
Retirement Plan Consultant - Nashua, NH
AMERICAN GENERAL LIFE INS CO(11 days ago)
Retirement Plan Consultant II - Riverside County
AMERICAN GENERAL LIFE INS CO(9 days ago)
Retirement Plan Consultant - Boston, MA
AMERICAN GENERAL LIFE INS CO(11 days ago)
Retirement Plan Consultant - Frederick County, MD
AMERICAN GENERAL LIFE INS CO(13 days ago)
Retirement Plan Consultant - Shreveport, LA
AMERICAN GENERAL LIFE INS CO(16 days ago)
Director, Retirement Plan Services
Hub International(1 month ago)