Regional Retirement Solutions Consultant

Invesco; Atlanta (GA); Hybrid; USD 90,000 - 125,000; Full time

Benefits offered by this job

Flexible paid time off

Hybrid work schedule

401(K) matching 100% up to 6%

Health & wellbeing benefits

Parental Leave benefits

Employee stock purchase plan

Job summary

Invesco is seeking a highly motivated Regional Retirement Consultant to support our DCIO Senior Retirement Consultants and drive growth across the defined contribution marketplace in the Atlanta area.

The ideal candidate will combine sales acumen, retirement industry knowledge, and consultative relationship-management skills, with collaboration across the external sales team and internal partners to deliver best-in-class retirement solutions for plan participants.

Qualifications

• 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.

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

Sales

Relationship management

Communication

Presentation

Education

Bachelor's degree

Tools

CRM software

Job description

Invesco is seeking a highly motivated Regional Retirement Consultant to support our DCIO Senior Retirement Consultants and drive growth across the defined contribution marketplace in the Atlanta area.

The ideal candidate will combine sales acumen, retirement industry knowledge, and consultative relationship-management skills, with collaboration across the external sales team and internal partners to deliver best-in-class retirement solutions for plan participants.