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Enroller, Retirement Services in Minneapolis, MN at Voya

Date Posted: 1/29/2019

Job Snapshot

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Job Description

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Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking an enrollment specialist for a large County retirement plan in the Minneapolis area. This is a salaried position.

This position will be responsible for 457 enrollment, retirement and investment counseling, and participant education and seminars for Hennepin County. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one retirement counseling appointments, conduct participant educational seminars, and research client service issues and investment questions. 

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) preferred
  • Securities registrations – Series 6 and Series 63
  • Life & Health Insurance Licenses
  • 3-5 Years proven sales track record

Qualified 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 documents
  • Territory management and business development
  • Relationship building
  • Fund knowledge and product/pricing knowledge
  • Ability to travel to various locations in Minneapolis

At Voya Financial Advisors®, we provide the tools and resources necessary that will help set you up for success – including:

  • Full access to the Voya brand
  • Access to existing client base
  • Technology and systems to enable you to efficiently manage your clients’ financial information and plans
  • Turnkey marketing services
  • Benefits Day 1 of employment
  • Highly competitive salary plus bonus

    Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).


Critical Skills
At Voya, we have identified the following critical skills which are key to success in our culture: 

  • Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
  • Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
  • Team Mentality: Partnering effectively to drive our culture and execute on our common goals. 
  • Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions. 
  • Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Learn more about Critical Skills.


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