Retirement Plan Advisor – Chicago Territory & Growth

CFA Institute; New York (NY); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Performance bonus

Retirement contribution 15%

Paid time off

Medical and dental benefits

Job summary

Capital Group is seeking a Retirement Plan Counselor to lead sales initiatives in the Retirement Plan Sales market in Chicago. You will identify needs of firms and representatives, coordinate efforts with Wealth Management Wholesalers, and drive business results with brokerage firms.

You will deliver motivational, informative presentations, sell through financial intermediaries, and collaborate with senior sales team members to optimize Plan Sponsor and investor outcomes.

Qualifications

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

Responsibilities

• Lead sales initiatives in the Retirement Plan Sales market, identifying firm and firm representatives' needs and coordinating efforts to serve those needs.
• Partner with Wealth Management Wholesalers to manage Capital Client Group presence, relationships, and drive business results with key brokerage firm representatives.
• Deliver motivational and informative presentations; sell through financial intermediaries; collaborate with other senior sales force members.

Skills

Strong sales experience

Education

Series 7, 63, 66 licenses

CFA or AIF/AIFA/PPC/CIMA designation

Job description

Capital Group is seeking a Retirement Plan Counselor to lead sales initiatives in the Retirement Plan Sales market in Chicago. You will identify needs of firms and representatives, coordinate efforts with Wealth Management Wholesalers, and drive business results with brokerage firms.

You will deliver motivational, informative presentations, sell through financial intermediaries, and collaborate with senior sales team members to optimize Plan Sponsor and investor outcomes.