Regional Retirement Consultant

1240 Invesco Distributors Inc.; Atlanta (GA); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Flexible paid time off

Hybrid work schedule

401(k) matching up to 100%

Health & wellbeing benefits

Parental leave benefits

Employee stock purchase plan

Job summary

Invesco Distributors Inc. seeks a Regional Retirement Consultant to support DCIO Senior Retirement Consultants and drive growth in the defined contribution marketplace.

You will partner with external sales, advise 401(k) advisors, and develop outreach campaigns while maintaining relationships with retirement industry stakeholders. The role requires a bachelor's degree, FINRA licenses or the ability to obtain them within 90 days, and the ability to operate in a fast-paced sales environment in the

Qualifications

• Strong communication, organization, and presentation skills.
• Prior sales/relationship management experience in financial services.
• Candidates must have FINRA Series 7 and Series 63 licenses or obtain them within 90 days of hire.

Responsibilities

• Partner closely with DCIO Senior Retirement Consultants to execute territory business plans and sales strategies.
• Conduct proactive outbound sales calls to retirement plan advisors, consultants, and other retirement‑focused professionals.
• Develop and execute targeted email campaigns designed to drive engagement, meetings, and sales opportunities.
• Identify and qualify new business opportunities across the defined contribution marketplace.
• Provide consultative support to 401(k) advisors on Invesco investment capabilities and retirement solutions.
• Coordinate meetings, follow‑up activities, and territory management initiatives on behalf of the external sales team.
• Maintain consistent communication with advisors and industry partners to strengthen relationships and uncover opportunities.
• Utilize CRM tools to document activity, track pipeline progress, and support business development efforts.
• Collaborate with internal partners across sales, marketing, product, and client service teams to deliver a best‑in‑class client experience.
• Support retention and asset growth initiatives within existing relationships.

Skills

Communication

Organization

Presentation

Sales experience

Relationship management

Education

Bachelor’s degree or equivalent experience

Job description

About the Role

Invesco is seeking a highly motivated Regional Retirement Consultant to support our DCIO Senior Retirement Consultants in driving growth across the defined contribution marketplace. This role serves as a critical partner to the field sales team by helping deepen relationships with retirement plan advisors, consultants, TPAs, and other retirement industry stakeholders. The ideal candidate will bring a combination of sales acumen, retirement industry knowledge, and consultative relationship‑management skills. Candidates with backgrounds in asset management, DCIO distribution, corporate 401(k) sales, recordkeeping, TPA sales, or internal sales are encouraged to apply.

About the Team

Our DCIO team partners with retirement plan advisors, consultants, TPAs, and other industry professionals to deliver investment solutions across the defined contribution marketplace. Working closely with Senior Retirement Consultants, you’ll help drive business growth, strengthen client relationships, and expand Invesco’s presence within the retirement industry. This collaborative, sales‑focused team values relationship building, industry expertise, and a client‑first approach to helping retirement professionals and plan participants achieve their goals.

Responsibilities

• Partner closely with DCIO Senior Retirement Consultants to execute territory business plans and sales strategies.
• Conduct proactive outbound sales calls to retirement plan advisors, consultants, and other retirement‑focused professionals.
• Develop and execute targeted email campaigns designed to drive engagement, meetings, and sales opportunities.
• Identify and qualify new business opportunities across the defined contribution marketplace.
• Provide consultative support to 401(k) advisors on Invesco investment capabilities and retirement solutions.
• Coordinate meetings, follow‑up activities, and territory management initiatives on behalf of the external sales team.
• Maintain consistent communication with advisors and industry partners to strengthen relationships and uncover opportunities.
• Utilize CRM tools to document activity, track pipeline progress, and support business development efforts.
• Collaborate with internal partners across sales, marketing, product, and client service teams to deliver a best‑in‑class client experience.
• Support retention and asset growth initiatives within existing relationships.

Requirements

• Bachelor’s degree or equivalent experience.
• Prior experience in sales, relationship management, or business development within financial services.
• Strong communication, organization, and presentation skills.
• Ability to work in a fast‑paced, sales‑oriented environment.
• Must be located in, or willing to relocate to, the Atlanta, GA area.
• Demonstrated knowledge of retirement plans, investments, and financial markets.
• Must possess FINRA Series 7 and Series 63 licenses or obtain them within 90 days of hire. Candidates holding equivalent securities licenses and registrations will also be considered.
• This role is ideal for a retirement professional who combines investment knowledge, consultative selling skills, and a passion for helping advisors deliver better retirement outcomes for plan participants.

Benefits

• Flexible paid time off
• Hybrid work schedule
• 401(k) matching of 100% up to the first 6% with a discretionary supplemental contribution
• Health & wellbeing benefits
• Parental leave benefits
• Employee stock purchase plan

Invesco’s culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non‑discrimination in employment.