TPA Retirement Plan Counselor | Travel 75% | Impact

Capital Group; Mar del Plata; On-site; ARS 136,310,000 - 227,183,000; Full time

Benefits offered by this job

Competitive base salary

Annual performance bonus

Profitability bonus

Employer retirement contribution 15%

Time away and health benefits from day

Professional development resources

Job summary

Capital Group is seeking a Retirement Plan Counselor to build and support Third-Party Administrator relationships within our retirement plan solutions. You will educate clients, support TPAs, and work with sales, service, and retention teams to deliver value to plan sponsors and advisors.

The role requires in-depth knowledge of retirement plans, ERISA, and industry trends, with a focus on delivering education and exceptional service while traveling up to 75% of the time.

Qualifications

• 5+ years of experience in third-party administration, retirement plan sales, or a related field.
• Bachelor’s degree in a relevant field of study.
• FINRA Series 7 and Series 63 licenses.
• Ability to travel up to 75% of the time.

Responsibilities

• Manage a large territory and influence senior-level clients.
• Plan and manage the work of diverse teams.
• Influence senior business leaders on strategic matters.
• Collaborate with internal and external stakeholders to achieve business objectives.
• Lead discussions with senior leaders on broad and sometimes controversial topics.
• Develop processes and assignments for a group or team to ensure timely work.

Skills

Relationship management

Leadership

Strategic thinking

Analytical skills

Communication

Education

Bachelor’s degree in a relevant field

Tools

FINRA Series 7 license

FINRA Series 63 license

Job description

Capital Group is seeking a Retirement Plan Counselor to build and support Third-Party Administrator relationships within our retirement plan solutions. You will educate clients, support TPAs, and work with sales, service, and retention teams to deliver value to plan sponsors and advisors.

The role requires in-depth knowledge of retirement plans, ERISA, and industry trends, with a focus on delivering education and exceptional service while traveling up to 75% of the time.