Retirement Plan Counselor - Atlanta & Alabama (Flexible)

Capital Group; Mar del Plata; On-site; ARS 114,298,000 - 160,017,000; Full time

Benefits offered by this job

Generous time-off and health benefits

2-for-1 matching gifts

Professional development resources

Job summary

Capital Group seeks a Retirement Plan Counselor to lead sales initiatives in the Retirement Plan Sales market, coordinating with Wealth Management Wholesalers to support Capital Client Group representatives and drive business results. You will deliver motivational presentations, build long-term relationships with financial intermediaries, and apply a consultative approach to improve Plan Sponsor outcomes.

The base salary is $75,000 plus commissions and bonuses, with benefits and a retirement

Qualifications

• Must hold Series 7, 63, and 66 licenses (or equivalent).
• Strong track record in mutual funds and retirement plan sales.
• Ability to build long-term relationships with financial intermediaries.
• Excellent communication and presentation skills.
• Experience selling through registered investment advisors.
• Proficiency in using technology to analyze data.

Responsibilities

• Lead sales initiatives in Retirement Plan Sales market.
• Coordinate with Wealth Management Wholesalers and manage Capital Client Group presence.
• Develop and present sales presentations to broker firm representatives.
• Identify needs and drive business results.

Skills

Sales experience

Relationship building

Communication skills

Analytical skills

Presentation skills

RIA/Advisory selling

Education

Series 7/63/66 licenses

Designations: AIF/AIFA/PPC/CIMA/CFA

Job description

Capital Group seeks a Retirement Plan Counselor to lead sales initiatives in the Retirement Plan Sales market, coordinating with Wealth Management Wholesalers to support Capital Client Group representatives and drive business results. You will deliver motivational presentations, build long-term relationships with financial intermediaries, and apply a consultative approach to improve Plan Sponsor outcomes.

The base salary is $75,000 plus commissions and bonuses, with benefits and a retirement