Retirement Plan Advisor — Sales & Strategy (Chicago)

Capital Group; Chicago, Northern (IL, KY); Hybrid; USD 68,000 - 83,000; Full time

Job summary

Capital Group in Chicago is seeking a Retirement Plan Counselor to lead sales initiatives in the Retirement Plan Sales market. You will identify firm and firm representatives’ needs and coordinate efforts to serve those needs.

You’ll partner with Wealth Management Wholesalers to manage Capital Client Group (American Funds Distributions) presence, relationships, and drive business results with key brokerage firm representatives. You excel at delivering motivational and informative presentations.

Qualifications

• Broad knowledge and proven track record of sales success in mutual funds and retirement plans.
• Ability to build long-term relationships with clients and financial intermediaries.
• Strong communication and distillation of complex information for presentations.

Responsibilities

• Lead sales initiatives in the Retirement Plan Sales market and identify needs of firms and firm reps.
• Coordinate efforts to serve those needs and drive business results with broker representatives.
• Deliver motivational and informative presentations and use consultative selling with intermediaries.

Skills

Sales success

Retirement plan sales

Relationship building

Communication skills

Consultative selling

Job description

Capital Group in Chicago is seeking a Retirement Plan Counselor to lead sales initiatives in the Retirement Plan Sales market. You will identify firm and firm representatives’ needs and coordinate efforts to serve those needs.

You’ll partner with Wealth Management Wholesalers to manage Capital Client Group (American Funds Distributions) presence, relationships, and drive business results with key brokerage firm representatives. You excel at delivering motivational and informative presentations.