Retirement Plan Advisor – Strategic Sales & Counseling

Capital Group; Denver (CO); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Benefits package

Retirement plan

Job summary

Capital Group in Boston Metro is seeking a Retirement Plan Counselor to drive sales initiatives within the Retirement Plan Sales market and coordinate with Wealth Management Wholesalers to serve broker representatives.

You will deliver motivational presentations, build long-term relationships with financial intermediaries, and use data-driven analysis to tailor solutions. A successful candidate has proven fund-sales experience and FINRA licenses.

Qualifications

• Series 7, 63, and 66 licenses or equivalent required.
• Proven sales success in mutual funds and retirement plans.
• Ability to leverage technology for custom analysis.
• Strong communication and relationship-building with RIAs.
• Experience selling through financial intermediaries.

Responsibilities

• Lead sales initiatives in the Retirement Plan Sales market.
• Partner with Wealth Management Wholesalers to build Capital Client Group presence.
• Sell through financial intermediaries and manage broker relationships.
• Develop and deliver motivational presentations to clients and prospects.
• Meet annual performance and revenue targets.

Skills

Sales experience

Mutual funds

Relationship building

Communication

Intermediary sales

Education

FINRA licenses: Series 7, 63, 66

Designations (CFA / AIF / AIFA / PPC / CIMA)

Tools

CRM software

Data analysis tools

Job description

Capital Group in Boston Metro is seeking a Retirement Plan Counselor to drive sales initiatives within the Retirement Plan Sales market and coordinate with Wealth Management Wholesalers to serve broker representatives.

You will deliver motivational presentations, build long-term relationships with financial intermediaries, and use data-driven analysis to tailor solutions. A successful candidate has proven fund-sales experience and FINRA licenses.