Retirement Plan Sales Advisor | Flexible Hours & Benefits

Capital Group; Mar del Plata; On-site; ARS 97,153,000 - 131,443,000; Full time

Benefits offered by this job

Time off & health benefits

Matching gifts

Professional development resources

Retirement plan contribution

Job summary

Capital Group is seeking a Retirement Plan Counselor to lead sales initiatives in the Retirement Plan Sales market, coordinating with Wealth Management Wholesalers to serve broker-dealer representatives and drive business results.

You excel at motivating clients, building long-term relationships, and presenting opportunities with a consultative approach. A Series 7/63/66 and one or more industry designations are required.

Qualifications

• Proven sales success in mutual funds and retirement plan space.
• Ability to build long-term client relationships.
• Licenses: 7, 63, 66 or equivalent; relevant designations required.

Responsibilities

• Lead sales initiatives in the Retirement Plan Sales market.
• Coordinate with Wealth Management Wholesalers to serve brokerage firms.
• Deliver motivational and informative presentations to clients.

Skills

Sales experience

Mutual funds

Retirement plans

Relationship building

Effective communication

Tools

Series 7

Series 63

Series 66

AIF/AIFA/CIMA/CFA

Job description

Capital Group is seeking a Retirement Plan Counselor to lead sales initiatives in the Retirement Plan Sales market, coordinating with Wealth Management Wholesalers to serve broker-dealer representatives and drive business results.

You excel at motivating clients, building long-term relationships, and presenting opportunities with a consultative approach. A Series 7/63/66 and one or more industry designations are required.