Regional Retirement Plan Advisor – CA, OR, ID

Capital Group; Scottsdale (AZ); Remoto; USD 68.000 - 83.000; Tempo integral

Benefícios oferecidos por esta vaga

Salary + commissions

Bonuses

Retirement contribution (15%)

Paid time off

Medical, dental and retirement

Flexible work options

Resumo da vaga

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 brokerage firm representatives.

You’ll identify needs and drive outcomes with Plan Sponsors and investors. You excel at motivating audiences and presenting with a consultative approach to selling through financial intermediaries.

Qualificações

• Proven sales success in mutual funds and retirement plan sales.
• Ability to build long-term relationships with financial intermediaries.
• Strong communication and presentation skills.

Responsabilidades

• Lead sales initiatives in the Retirement Plan Sales market and coordinate with Wealth Management Wholesalers.
• Drive business results with brokerage firm representatives and Plan Sponsors.
• Deliver motivational and informative presentations and use a consultative selling approach.

Conhecimentos

Sales experience

Mutual funds knowledge

Relationship building

Communication skills

Formação

Series 7/63/66 licenses

AIF/AIFA/PPC/CIMA/CFA designations

Descrição da vaga

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 brokerage firm representatives.

You’ll identify needs and drive outcomes with Plan Sponsors and investors. You excel at motivating audiences and presenting with a consultative approach to selling through financial intermediaries.