Retirement Plan Advisor — Hybrid & Growth

The Capital Group; United States; On-site; USD 68,000 - 83,000; Full time

Job summary

Capital Group seeks a Retirement Plan Counselor to drive sales initiatives across Northern California, Oregon and Idaho, partnering with Wealth Management Wholesalers to serve broker-dealer clients.

You bring strong mutual fund and retirement plan sales, excellent communication, and the ability to distill complex information. Series 7/63/66 licenses or equivalent are required; base salary starts at 75,000 with commissions and bonuses.

Qualifications

• Broad knowledge and proven track record of sales success in the mutual fund business and retirement plan sales.
• Ability to leverage technological resources to create custom analysis.
• Significant sales experience in the registered investment advisor space.
• Excellent communicator with the ability to present concisely.
• Must have Series 7, 63, and 66 licenses or equivalent and one or more of the following designations AIF, AIFA, PPC, CIMA, CFA.

Responsibilities

• Lead sales initiatives in the Retirement Plan Sales market across the territory.
• Coordinate with Wealth Management Wholesalers to manage Capital Group presence and drive business results with broker representations.
• Deliver motivational and informative presentations to clients and intermediaries.
• Identify opportunities for better Plan Sponsor and investor outcomes through consultative selling.
• Build long-term relationships with financial intermediaries and advisors.

Skills

Sales experience in mutual funds

Excellent communication

Ability to synthesize information

Licenses: Series 7, 63, 66

Tools

Technology-enabled analysis

Job description

Capital Group seeks a Retirement Plan Counselor to drive sales initiatives across Northern California, Oregon and Idaho, partnering with Wealth Management Wholesalers to serve broker-dealer clients.

You bring strong mutual fund and retirement plan sales, excellent communication, and the ability to distill complex information. Series 7/63/66 licenses or equivalent are required; base salary starts at 75,000 with commissions and bonuses.