Let's say you are a licensed Financial Advisor (FA) for Voya Financial Services assigned to an office located in Phoenix, AZ. As a financial advisor, your responsibilities include prospecting for new clients as well as reviewing accounts for existing clients as requested by your manager. At every client meeting you review their existing accounts (if applicable), as well as conduct the companys required fact-finding conversation to uncover other financial needs. As other needs are identified, it is your responsibility to gain the client's/prospective client's agreement to transact business, complete the appropriate paperwork to enroll the client in a specific product or service, and provide ongoing customer service.

A major part of your time will be spent engaging in a variety of prospecting activities to create opportunities which may include reaching out to individuals and business owners you know, attending networking events, looking for opportunities to engage in volunteer activities that put you in front of people outside your current sphere of contacts, arranging a seminar, sending invitations utilizing mass mailings targeting a specific demographic, and working through social media to reach new prospects.

1. Review the job description and report on professional selling roles within the company. Be sure to discuss the specific responsibilities of the sales professional regarding the products or services you would be selling.
2. Describe the characteristics that would make a sales professional in this industry successful. Include a discussion of the stereotypes or myths surrounding the sales profession as it pertains to the products or services you are selling.
3. Explain the rewards and challenges of the selling profession.
4. Discuss any ethical issues that might arise, both general and specific to selling in the industry .
5. Finally, articulate the impact the sales professional may have on the success and sustainability of the organization. Be sure to consider the role that the sales professional plays in revenue generation and customer retention and relationships. Provide specific examples to support your response.

describe the financial advisor's job at Voya Financial Services