What are the responsibilities and job description for the State Licensed Retirement Consultant position at Voya Financial?
A company is looking for a Retirement Consultant to provide support for separated participants and near retirees regarding their retirement accounts.Key ResponsibilitiesDeliver objective retirement readiness consultations and educational discussions to plan participantsIdentify and educate participants on complex strategies to enhance asset retention and sales opportunitiesConsult and advise on appropriate actions based on individual retirement needs and implement the chosen strategyRequired QualificationsCollege degree or 3-5 years of relevant financial services experienceLicensure including Series 6, 63, 7, 65 / 66Strong capability in identifying sales opportunities and customer retentionSolid understanding of retirement planning and adherence to FINRA / DOL fiduciary standardsExpertise in insurance, securities, investments, and related areas
