Regional Retirement Plan Counselor - Sales & Strategy

Capital Group; San Francisco (CA); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Generous benefits

Annual incentive program

Company retirement contribution 15%

Job summary

Capital Group is seeking a Retirement Plan Counselor in the San Francisco area to lead sales initiatives and coordinate with representatives across the Retirement Plan Sales market. You will collaborate with Wealth Management Wholesalers to drive business results with advisors and intermediaries.

You excel at delivering compelling presentations and are motivated by setting goals and measuring results. A strong licensing background and advisory sales experience are required for success.

Qualifications

• Broad knowledge and proven track record of mutual fund and retirement plan sales.
• Ability to leverage technology resources to create custom analysis.
• Excellent communicator with significant sales experience in the registered investment advisor space.
• Skilled at synthesizing information and presenting it concisely.

Responsibilities

• Lead sales initiatives in Retirement Plan Sales and coordinate with firm representatives.
• Partner with Wealth Management Wholesalers to manage Capital Client Group presence.
• Sell through financial intermediaries and collaborate with senior sales to identify opportunities.
• Deliver motivational and informative presentations to clients and advisors.

Skills

Sales experience

Excellent communication

Analytical skills using technology

Presenting to advisors

Education

Series 7, 63, 66 licenses; AIF/AIFA/PPC/CIMA/CFA

Job description

Capital Group is seeking a Retirement Plan Counselor in the San Francisco area to lead sales initiatives and coordinate with representatives across the Retirement Plan Sales market. You will collaborate with Wealth Management Wholesalers to drive business results with advisors and intermediaries.

You excel at delivering compelling presentations and are motivated by setting goals and measuring results. A strong licensing background and advisory sales experience are required for success.