Enroller
Remote
Full Time
Mid Level
3+ years
Posted 2 weeks ago
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Upload Your ResumeAbout This Role
This role delivers on-site education and financial advisory sessions to plan participants and retirees within the Tax Exempt Market in the greater LA county area. The Enroller will work with Plan Sponsors to increase participation and maintain compliance with regulatory requirements.
Responsibilities
- Deliver on-site education for Plan Sponsor Participants
- Conduct educational seminars/webinars focusing on Plan features, investments, and general retirement-related topics
- Meet one-on-one to conduct financial advisory investment counseling sessions with employees and retirees
- Interface with Plan Administration, legal counsel, and Plan Sponsors to identify, resolve, and respond to participant issues
- Work with Plan Sponsors to increase participation among their employees
- Contribute to the development and implementation of presentation material
- Assist in scheduling retirement seminars/one-on-one appointments
- Maintain compliance with all firm and FINRA regulatory requirements
- May provide guidance and training to more junior staff
Requirements
- Minimum 3 years of experience in retirement/financial services
- Bachelor’s degree or equivalent experience
- FINRA Series 6 or 7 and 63, 65
- Strong interpersonal & communication skills
- Ability to identify and resolve problems in a timely manner
- Ability to gather and analyze information and develop alternative solutions
- Strong organization skills
- Demonstrates accuracy and thoroughness
- Ability to travel
Qualifications
- Bachelor’s degree or equivalent experience
- Minimum 3 years of experience in retirement/financial services
Skills
Critical thinking
*
Business Acumen
*
Customer-Focused
*
Learning Agility
*
Team Mentality
*
* Required skills
Benefits
Health Insurance
Life Insurance
Paid volunteer time — 40 hours per calendar year
Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day
Dental Insurance
Tuition reimbursement up to $5,250/year
401(k) Savings plan – with generous company matching contributions (up to 6%)
Vision Insurance
Voya Retirement Plan – employer paid cash balance retirement plan (4%)
Certifications
FINRA Series 7
(Required)
FINRA Series 63
(Required)
FINRA Series 6
(Required)
FINRA Series 65
(Required)
About Voya Financial
Voya is committed to a work environment where differences are understood, valued and intentionally pursued, fostering an environment where employees feel comfortable bringing their whole selves to work.
Finance
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